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 | $212,269 | $114,381+85.6% | $107,525+97.4% | $142,382+49.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.55% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,863 | $4,015-28.7% | $3,754-23.7% | $4,299-33.4% |
| Participant deferral / active EE | $5,775 | $5,564+3.8% | $5,116+12.9% | $6,507-11.3% |
| Admin fee / account holder | $3,818 | $9,860-61.3% | $8,919-57.2% | $12,624-69.8% |