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 | $209,035 | $148,534+40.7% | $135,903+53.8% | $139,434+49.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 18.04% | 79.19%-61.1pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,955 | $5,243-43.6% | $4,856-39.1% | $4,751-37.8% |
| Participant deferral / active EE | $9,697 | $8,100+19.7% | $7,758+25.0% | $6,710+44.5% |
| Admin fee / account holder | $3,200 | $12,400-74.2% | $10,762-70.3% | $11,403-71.9% |