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 | $232,138 | $154,228+50.5% | $145,433+59.6% | $137,256+69.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.86% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,458 | $4,804-69.6% | $4,554-68.0% | $4,156-64.9% |
| Participant deferral / active EE | $9,123 | $8,216+11.0% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $2,274 | $14,344-84.1% | $13,129-82.7% | $12,270-81.5% |