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 | $213,448 | $157,256+35.7% | $141,162+51.2% | $152,861+39.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.10% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $7,876 | $5,261+49.7% | $4,735+66.3% | $4,762+65.4% |
| Participant deferral / active EE | $14,489 | $7,109+103.8% | $6,709+116.0% | $5,850+147.7% |
| Admin fee / account holder | $482 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |