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 | $241,330 | $197,591+22.1% | $177,821+35.7% | $158,922+51.9% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 17.28% | 58.76%-41.5pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,544 | $6,697-17.2% | $5,918-6.3% | $4,761+16.5% |
| Participant deferral / active EE | $17,340 | $8,405+106.3% | $7,714+124.8% | $5,982+189.9% |
| Admin fee / account holder | $12,333 | $15,399-19.9% | $12,427-0.8% | $11,246+9.7% |