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 | $241,294 | $183,519+31.5% | $155,509+55.2% | $145,922+65.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 19.93% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.4pp |
| Employer contribution / active EE | $8,314 | $5,313+56.5% | $4,672+77.9% | $4,660+78.4% |
| Participant deferral / active EE | $4,652 | $6,462-28.0% | $5,626-17.3% | $6,688-30.4% |
| Admin fee / account holder | $5,580 | $19,313-71.1% | $15,912-64.9% | $13,397-58.4% |