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 | $214,378+9.3% | $200,582+16.8% | $142,382+64.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 17.74% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,686 | $6,841+12.3% | $6,419+19.7% | $4,299+78.8% |
| Participant deferral / active EE | $11,954 | $9,865+21.2% | $9,331+28.1% | $6,507+83.7% |
| Admin fee / account holder | $4,673 | $17,692-73.6% | $16,305-71.3% | $12,624-63.0% |