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 | $239,543 | $177,572+34.9% | $154,803+54.7% | $142,382+68.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.53% | 65.07%-51.5pp | 58.88%-45.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,315 | $4,810+10.5% | $4,305+23.5% | $4,299+23.6% |
| Participant deferral / active EE | $6,096 | $6,272-2.8% | $5,540+10.0% | $6,507-6.3% |
| Admin fee / account holder | $41,056 | $16,786+144.6% | $14,329+186.5% | $12,624+225.2% |