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 | $165,746 | $133,922+23.8% | $116,228+42.6% | $142,382+16.4% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 11.35% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $8,959 | $3,446+160.0% | $2,994+199.2% | $4,299+108.4% |
| Participant deferral / active EE | $8,537 | $5,672+50.5% | $4,953+72.4% | $6,507+31.2% |
| Admin fee / account holder | $2,735 | $14,945-81.7% | $11,989-77.2% | $12,624-78.3% |