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 | $217,066 | $159,602+36.0% | $150,045+44.7% | $142,382+52.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.03% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,123 | $4,961+23.4% | $4,693+30.5% | $4,299+42.4% |
| Participant deferral / active EE | $9,507 | $8,310+14.4% | $7,997+18.9% | $6,507+46.1% |
| Admin fee / account holder | $750 | $14,846-95.0% | $13,435-94.4% | $12,624-94.1% |