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 | $230,914 | $183,519+25.8% | $155,509+48.5% | $145,922+58.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.14% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,498 | $5,313-53.0% | $4,672-46.5% | $4,660-46.4% |
| Participant deferral / active EE | $5,095 | $6,462-21.2% | $5,626-9.4% | $6,688-23.8% |
| Admin fee / account holder | $2,909 | $19,313-84.9% | $15,912-81.7% | $13,397-78.3% |