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 | $243,642 | $148,534+64.0% | $135,903+79.3% | $139,434+74.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 25.10% | 79.19%-54.1pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $5,951 | $5,243+13.5% | $4,856+22.5% | $4,751+25.3% |
| Participant deferral / active EE | $10,177 | $8,100+25.6% | $7,758+31.2% | $6,710+51.7% |
| Admin fee / account holder | $2,466 | $12,400-80.1% | $10,762-77.1% | $11,403-78.4% |