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 | $225,806 | $197,591+14.3% | $177,821+27.0% | $158,922+42.1% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 13.40% | 58.76%-45.4pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,531 | $6,697-77.1% | $5,918-74.1% | $4,761-67.8% |
| Participant deferral / active EE | $9,220 | $8,405+9.7% | $7,714+19.5% | $5,982+54.1% |
| Admin fee / account holder | $8,121 | $15,399-47.3% | $12,427-34.6% | $11,246-27.8% |