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 | $218,750 | $148,534+47.3% | $135,903+61.0% | $139,434+56.9% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 14.16% | 79.19%-65.0pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,654 | $5,243-49.4% | $4,856-45.4% | $4,751-44.1% |
| Participant deferral / active EE | $11,866 | $8,100+46.5% | $7,758+53.0% | $6,710+76.8% |
| Admin fee / account holder | $12,407 | $12,400+0.1% | $10,762+15.3% | $11,403+8.8% |