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 | $202,672 | $148,534+36.4% | $135,903+49.1% | $139,434+45.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.37% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,972 | $5,243-24.2% | $4,856-18.2% | $4,751-16.4% |
| Participant deferral / active EE | $12,981 | $8,100+60.3% | $7,758+67.3% | $6,710+93.5% |
| Admin fee / account holder | $5,354 | $12,400-56.8% | $10,762-50.3% | $11,403-53.0% |