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 | $212,988 | $159,602+33.4% | $150,045+41.9% | $142,382+49.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.37% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $10,091 | $4,961+103.4% | $4,693+115.0% | $4,299+134.7% |
| Participant deferral / active EE | $6,151 | $8,310-26.0% | $7,997-23.1% | $6,507-5.5% |
| Admin fee / account holder | $726 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |