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 | $229,109 | $154,228+48.6% | $145,433+57.5% | $137,256+66.9% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,071 | $4,804+47.2% | $4,554+55.3% | $4,156+70.1% |
| Participant deferral / active EE | $14,161 | $8,216+72.3% | $7,897+79.3% | $6,407+121.0% |
| Admin fee / account holder | $6,625 | $14,344-53.8% | $13,129-49.5% | $12,270-46.0% |