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 | $222,425 | $148,534+49.7% | $135,903+63.7% | $139,434+59.5% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 22.07% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,934 | $5,243-44.0% | $4,856-39.6% | $4,751-38.2% |
| Participant deferral / active EE | $9,812 | $8,100+21.1% | $7,758+26.5% | $6,710+46.2% |
| Admin fee / account holder | $10,424 | $12,400-15.9% | $10,762-3.1% | $11,403-8.6% |