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 | $245,235 | $183,519+33.6% | $155,509+57.7% | $145,922+68.1% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 11.26% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,634 | $5,313+24.9% | $4,672+42.0% | $4,660+42.4% |
| Participant deferral / active EE | $5,939 | $6,462-8.1% | $5,626+5.6% | $6,688-11.2% |
| Admin fee / account holder | $17,713 | $19,313-8.3% | $15,912+11.3% | $13,397+32.2% |