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 | $241,272 | $197,591+22.1% | $177,821+35.7% | $158,922+51.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 22.22% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $5,841 | $6,697-12.8% | $5,918-1.3% | $4,761+22.7% |
| Participant deferral / active EE | $12,312 | $8,405+46.5% | $7,714+59.6% | $5,982+105.8% |
| Admin fee / account holder | $3,088 | $15,399-80.0% | $12,427-75.2% | $11,246-72.5% |