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 | $221,652 | $148,534+49.2% | $135,903+63.1% | $139,434+59.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.46% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,835 | $5,243-65.0% | $4,856-62.2% | $4,751-61.4% |
| Participant deferral / active EE | $5,846 | $8,100-27.8% | $7,758-24.6% | $6,710-12.9% |
| Admin fee / account holder | $8,207 | $12,400-33.8% | $10,762-23.7% | $11,403-28.0% |