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 | $237,005 | $148,534+59.6% | $135,903+74.4% | $139,434+70.0% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 17.49% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,097 | $5,243-2.8% | $4,856+5.0% | $4,751+7.3% |
| Participant deferral / active EE | $6,585 | $8,100-18.7% | $7,758-15.1% | $6,710-1.9% |
| Admin fee / account holder | $22,484 | $12,400+81.3% | $10,762+108.9% | $11,403+97.2% |