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 | $205,872 | $159,602+29.0% | $150,045+37.2% | $142,382+44.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 19.14% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,319 | $4,961-73.4% | $4,693-71.9% | $4,299-69.3% |
| Participant deferral / active EE | $11,168 | $8,310+34.4% | $7,997+39.6% | $6,507+71.6% |
| Admin fee / account holder | $15,239 | $14,846+2.6% | $13,435+13.4% | $12,624+20.7% |