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 | $191,513 | $172,111+11.3% | $150,298+27.4% | $137,256+39.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 17.32% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $8,089 | $4,636+74.5% | $4,154+94.7% | $4,156+94.6% |
| Participant deferral / active EE | $9,103 | $6,166+47.6% | $5,453+67.0% | $6,407+42.1% |
| Admin fee / account holder | $4,430 | $16,471-73.1% | $14,116-68.6% | $12,270-63.9% |