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 | $234,299 | $209,336+11.9% | $197,124+18.9% | $137,256+70.7% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 17.74% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $7,686 | $6,591+16.6% | $6,227+23.4% | $4,156+84.9% |
| Participant deferral / active EE | $11,954 | $9,614+24.3% | $9,135+30.9% | $6,407+86.6% |
| Admin fee / account holder | $4,673 | $17,308-73.0% | $16,298-71.3% | $12,270-61.9% |