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 | $204,251 | $148,534+37.5% | $135,903+50.3% | $139,434+46.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.29% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,074 | $5,243-60.4% | $4,856-57.3% | $4,751-56.4% |
| Participant deferral / active EE | $2,689 | $8,100-66.8% | $7,758-65.3% | $6,710-59.9% |
| Admin fee / account holder | $1,852 | $12,400-85.1% | $10,762-82.8% | $11,403-83.8% |