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 | $215,448 | $177,572+21.3% | $154,803+39.2% | $142,382+51.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.49% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $8,913 | $4,810+85.3% | $4,305+107.0% | $4,299+107.3% |
| Participant deferral / active EE | $7,053 | $6,272+12.5% | $5,540+27.3% | $6,507+8.4% |
| Admin fee / account holder | $71,325 | $16,786+324.9% | $14,329+397.8% | $12,624+465.0% |