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 | $191,669 | $154,228+24.3% | $145,433+31.8% | $137,256+39.6% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 17.69% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $15,320 | $4,804+218.9% | $4,554+236.4% | $4,156+268.6% |
| Participant deferral / active EE | $12,203 | $8,216+48.5% | $7,897+54.5% | $6,407+90.5% |
| Admin fee / account holder | $27,050 | $14,344+88.6% | $13,129+106.0% | $12,270+120.5% |