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 | $233,983 | $171,164+36.7% | $127,761+83.1% | $152,861+53.1% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.0%+5.2pp | 82.4%+1.8pp |
| Annual return | 17.22% | 23.54%-6.3pp | 26.14%-8.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $8,139 | $5,447+49.4% | $4,574+77.9% | $4,762+70.9% |
| Participant deferral / active EE | $8,110 | $7,038+15.2% | $6,021+34.7% | $5,850+38.6% |
| Admin fee / account holder | $10,192 | $14,530-29.9% | $9,395+8.5% | $11,596-12.1% |