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 | $208,948 | $148,534+40.7% | $135,903+53.7% | $139,434+49.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.27% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,785 | $5,243+10.3% | $4,856+19.1% | $4,751+21.8% |
| Participant deferral / active EE | $6,605 | $8,100-18.5% | $7,758-14.9% | $6,710-1.6% |
| Admin fee / account holder | $4,095 | $12,400-67.0% | $10,762-62.0% | $11,403-64.1% |