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 | $200,855 | $159,934+25.6% | $147,005+36.6% | $145,959+37.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.08% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $13,223 | $5,287+150.1% | $4,934+168.0% | $4,661+183.7% |
| Participant deferral / active EE | $12,428 | $8,427+47.5% | $8,070+54.0% | $6,689+85.8% |
| Admin fee / account holder | $1,886 | $15,053-87.5% | $13,006-85.5% | $13,398-85.9% |