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 | $238,059 | $159,602+49.2% | $150,045+58.7% | $142,382+67.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.32% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,377 | $4,961+48.7% | $4,693+57.2% | $4,299+71.6% |
| Participant deferral / active EE | $14,280 | $8,310+71.8% | $7,997+78.6% | $6,507+119.4% |
| Admin fee / account holder | $4,583 | $14,846-69.1% | $13,435-65.9% | $12,624-63.7% |