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 | $212,266 | $177,572+19.5% | $154,803+37.1% | $142,382+49.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.09% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,751 | $4,810-42.8% | $4,305-36.1% | $4,299-36.0% |
| Participant deferral / active EE | $5,976 | $6,272-4.7% | $5,540+7.9% | $6,507-8.2% |
| Admin fee / account holder | $13,404 | $16,786-20.1% | $14,329-6.5% | $12,624+6.2% |