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 | $246,869 | $198,466+24.4% | $170,442+44.8% | $147,584+67.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.78% | 257.29%-237.5pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $6,995 | $6,184+13.1% | $5,433+28.8% | $4,876+43.4% |
| Participant deferral / active EE | $5,200 | $5,629-7.6% | $4,939+5.3% | $5,439-4.4% |
| Admin fee / account holder | $8,818 | $16,852-47.7% | $13,880-36.5% | $10,885-19.0% |