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 | $221,672 | $135,952+63.1% | $123,892+78.9% | $273,961-19.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 4.86% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $11,660 | $5,170+125.5% | $4,617+152.5% | $4,869+139.5% |
| Participant deferral / active EE | $9,491 | $6,343+49.6% | $5,984+58.6% | $5,287+79.5% |
| Admin fee / account holder | $18,537 | $9,817+88.8% | $8,357+121.8% | $10,132+83.0% |