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 | $199,989 | $159,602+25.3% | $150,045+33.3% | $142,382+40.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 17.36% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $10,113 | $4,961+103.9% | $4,693+115.5% | $4,299+135.2% |
| Participant deferral / active EE | $11,878 | $8,310+42.9% | $7,997+48.5% | $6,507+82.5% |
| Admin fee / account holder | $2,401 | $14,846-83.8% | $13,435-82.1% | $12,624-81.0% |