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 | $205,864 | $157,256+30.9% | $141,162+45.8% | $152,861+34.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 20.59% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,815 | $5,261-8.5% | $4,735+1.7% | $4,762+1.1% |
| Participant deferral / active EE | $11,602 | $7,109+63.2% | $6,709+72.9% | $5,850+98.3% |
| Admin fee / account holder | $1,203 | $12,120-90.1% | $10,261-88.3% | $11,596-89.6% |