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 | $187,058 | $159,602+17.2% | $150,045+24.7% | $142,382+31.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.09% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,694 | $4,961-45.7% | $4,693-42.6% | $4,299-37.3% |
| Participant deferral / active EE | $5,431 | $8,310-34.6% | $7,997-32.1% | $6,507-16.5% |
| Admin fee / account holder | $33,358 | $14,846+124.7% | $13,435+148.3% | $12,624+164.2% |