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 | $206,821 | $172,111+20.2% | $150,298+37.6% | $137,256+50.7% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 16.61% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,047 | $4,636-34.3% | $4,154-26.7% | $4,156-26.7% |
| Participant deferral / active EE | $6,901 | $6,166+11.9% | $5,453+26.6% | $6,407+7.7% |
| Admin fee / account holder | $1,264 | $16,471-92.3% | $14,116-91.0% | $12,270-89.7% |