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 | $216,804 | $154,228+40.6% | $145,433+49.1% | $137,256+58.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 21.83% | 74.59%-52.8pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,821 | $4,804+42.0% | $4,554+49.8% | $4,156+64.1% |
| Participant deferral / active EE | $13,717 | $8,216+67.0% | $7,897+73.7% | $6,407+114.1% |
| Admin fee / account holder | $35,252 | $14,344+145.8% | $13,129+168.5% | $12,270+187.3% |