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 | $239,779 | $159,602+50.2% | $150,045+59.8% | $142,382+68.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 16.07% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,818 | $4,961-23.0% | $4,693-18.6% | $4,299-11.2% |
| Participant deferral / active EE | $16,217 | $8,310+95.1% | $7,997+102.8% | $6,507+149.2% |
| Admin fee / account holder | $16,735 | $14,846+12.7% | $13,435+24.6% | $12,624+32.6% |