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 | $222,682 | $177,572+25.4% | $154,803+43.8% | $142,382+56.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.77% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,248 | $4,810+29.9% | $4,305+45.1% | $4,299+45.3% |
| Participant deferral / active EE | $5,267 | $6,272-16.0% | $5,540-4.9% | $6,507-19.1% |
| Admin fee / account holder | $15,045 | $16,786-10.4% | $14,329+5.0% | $12,624+19.2% |