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 | $174,951 | $154,228+13.4% | $145,433+20.3% | $137,256+27.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.90% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $7,776 | $4,804+61.9% | $4,554+70.7% | $4,156+87.1% |
| Participant deferral / active EE | $10,635 | $8,216+29.4% | $7,897+34.7% | $6,407+66.0% |
| Admin fee / account holder | $6,534 | $14,344-54.4% | $13,129-50.2% | $12,270-46.8% |