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 | $233,232 | $154,117+51.3% | $129,995+79.4% | $139,434+67.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.30% | 32.48%-14.2pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $8,292 | $5,289+56.8% | $4,320+92.0% | $4,751+74.5% |
| Participant deferral / active EE | $4,933 | $6,710-26.5% | $5,820-15.2% | $6,710-26.5% |
| Admin fee / account holder | $1,645 | $14,007-88.3% | $10,614-84.5% | $11,403-85.6% |