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 | $219,416 | $159,602+37.5% | $150,045+46.2% | $142,382+54.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.44% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,071 | $4,961-78.4% | $4,693-77.2% | $4,299-75.1% |
| Participant deferral / active EE | $5,498 | $8,310-33.8% | $7,997-31.2% | $6,507-15.5% |
| Admin fee / account holder | $3,042 | $14,846-79.5% | $13,435-77.4% | $12,624-75.9% |