See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,705 | $198,466-13.0% | $170,442+1.3% | $147,584+17.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.75% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,254 | $6,184-63.6% | $5,433-58.5% | $4,876-53.8% |
| Participant deferral / active EE | $8,032 | $5,629+42.7% | $4,939+62.6% | $5,439+47.7% |
| Admin fee / account holder | $1,866 | $16,852-88.9% | $13,880-86.6% | $10,885-82.9% |