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 | $173,129 | $114,381+51.4% | $107,525+61.0% | $142,382+21.6% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 13.64% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,720 | $4,015+17.6% | $3,754+25.7% | $4,299+9.8% |
| Participant deferral / active EE | $3,633 | $5,564-34.7% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $7,625 | $9,860-22.7% | $8,919-14.5% | $12,624-39.6% |