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 | $231,672 | $148,534+56.0% | $135,903+70.5% | $139,434+66.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 17.37% | 79.19%-61.8pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $9,715 | $5,243+85.3% | $4,856+100.1% | $4,751+104.5% |
| Participant deferral / active EE | $8,477 | $8,100+4.6% | $7,758+9.3% | $6,710+26.3% |
| Admin fee / account holder | $3,024 | $12,400-75.6% | $10,762-71.9% | $11,403-73.5% |