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 | $219,211 | $177,572+23.4% | $154,803+41.6% | $142,382+54.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.40% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $12,935 | $4,810+168.9% | $4,305+200.4% | $4,299+200.9% |
| Participant deferral / active EE | $8,761 | $6,272+39.7% | $5,540+58.1% | $6,507+34.6% |
| Admin fee / account holder | $4,177 | $16,786-75.1% | $14,329-70.9% | $12,624-66.9% |