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 | $212,466 | $167,484+26.9% | $151,611+40.1% | $134,475+58.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | 2.56% | 7.80%-5.2pp | 3.33%-0.8pp | 417.96%-415.4pp |
| Employer contribution / active EE | $1,769 | $6,829-74.1% | $6,166-71.3% | $4,740-62.7% |
| Participant deferral / active EE | $8,332 | $8,986-7.3% | $8,363-0.4% | $6,400+30.2% |
| Admin fee / account holder | $9,468 | $13,783-31.3% | $11,616-18.5% | $11,426-17.1% |