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 | $236,715 | $157,256+50.5% | $141,162+67.7% | $152,861+54.9% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 18.12% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $7,641 | $5,261+45.2% | $4,735+61.4% | $4,762+60.5% |
| Participant deferral / active EE | $8,519 | $7,109+19.8% | $6,709+27.0% | $5,850+45.6% |
| Admin fee / account holder | $12,582 | $12,120+3.8% | $10,261+22.6% | $11,596+8.5% |