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 | $203,550 | $183,592+10.9% | $155,567+30.8% | $145,959+39.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.74% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,482 | $5,315-72.1% | $4,674-68.3% | $4,661-68.2% |
| Participant deferral / active EE | $8,323 | $6,464+28.8% | $5,628+47.9% | $6,689+24.4% |
| Admin fee / account holder | $2,897 | $19,318-85.0% | $15,916-81.8% | $13,398-78.4% |