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 | $236,157 | $162,781+45.1% | $133,956+76.3% | $158,922+48.6% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 19.43% | 41.94%-22.5pp | 45.09%-25.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $7,099 | $4,975+42.7% | $3,919+81.2% | $4,761+49.1% |
| Participant deferral / active EE | $12,382 | $5,911+109.5% | $5,048+145.3% | $5,982+107.0% |
| Admin fee / account holder | $1,983 | $11,736-83.1% | $8,927-77.8% | $11,246-82.4% |