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 | $199,045 | $157,256+26.6% | $141,162+41.0% | $152,861+30.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 19.07% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $29,101 | $5,261+453.1% | $4,735+514.6% | $4,762+511.1% |
| Participant deferral / active EE | $11,263 | $7,109+58.4% | $6,709+67.9% | $5,850+92.5% |
| Admin fee / account holder | $31,420 | $12,120+159.2% | $10,261+206.2% | $11,596+170.9% |