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 | $192,489 | $159,602+20.6% | $150,045+28.3% | $142,382+35.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.13% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,943 | $4,961-20.5% | $4,693-16.0% | $4,299-8.3% |
| Participant deferral / active EE | $15,540 | $8,310+87.0% | $7,997+94.3% | $6,507+138.8% |
| Admin fee / account holder | $5,720 | $14,846-61.5% | $13,435-57.4% | $12,624-54.7% |