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 | $238,533 | $148,534+60.6% | $135,903+75.5% | $139,434+71.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.29% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $9,258 | $5,243+76.6% | $4,856+90.6% | $4,751+94.9% |
| Participant deferral / active EE | $8,597 | $8,100+6.1% | $7,758+10.8% | $6,710+28.1% |
| Admin fee / account holder | $10,867 | $12,400-12.4% | $10,762+1.0% | $11,403-4.7% |