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 | $198,468 | $172,111+15.3% | $150,298+32.0% | $137,256+44.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.77% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.6pp |
| Employer contribution / active EE | $11,128 | $4,636+140.0% | $4,154+167.9% | $4,156+167.8% |
| Participant deferral / active EE | $10,731 | $6,166+74.0% | $5,453+96.8% | $6,407+67.5% |
| Admin fee / account holder | $3,806 | $16,471-76.9% | $14,116-73.0% | $12,270-69.0% |