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 | $234,866 | $162,781+44.3% | $133,956+75.3% | $158,922+47.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.60% | 41.94%-28.3pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,842 | $4,975-22.8% | $3,919-2.0% | $4,761-19.3% |
| Participant deferral / active EE | $11,043 | $5,911+86.8% | $5,048+118.8% | $5,982+84.6% |
| Admin fee / account holder | $474 | $11,736-96.0% | $8,927-94.7% | $11,246-95.8% |