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 | $218,927 | $127,065+72.3% | $113,168+93.5% | $142,382+53.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 19.49% | 24.03%-4.5pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,143 | $3,442+20.4% | $2,975+39.3% | $4,299-3.6% |
| Participant deferral / active EE | $14,106 | $5,716+146.8% | $5,107+176.2% | $6,507+116.8% |
| Admin fee / account holder | $48,806 | $15,736+210.2% | $12,068+304.4% | $12,624+286.6% |