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 | $230,961 | $148,534+55.5% | $135,903+69.9% | $139,434+65.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.16% | 79.19%-63.0pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,242 | $5,243-57.2% | $4,856-53.8% | $4,751-52.8% |
| Participant deferral / active EE | $11,160 | $8,100+37.8% | $7,758+43.9% | $6,710+66.3% |
| Admin fee / account holder | $1,828 | $12,400-85.3% | $10,762-83.0% | $11,403-84.0% |