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 | $186,343 | $154,117+20.9% | $129,995+43.3% | $139,434+33.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 15.01% | 32.48%-17.5pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,254 | $5,289-38.5% | $4,320-24.7% | $4,751-31.5% |
| Participant deferral / active EE | $7,887 | $6,710+17.5% | $5,820+35.5% | $6,710+17.5% |
| Admin fee / account holder | $2,519 | $14,007-82.0% | $10,614-76.3% | $11,403-77.9% |