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 | $229,093 | $172,111+33.1% | $150,298+52.4% | $137,256+66.9% |
| Participation rate | 85.0% | 81.7%+3.3pp | 77.8%+7.2pp | 80.0%+5.0pp |
| Annual return | 13.02% | 69.37%-56.4pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,615 | $4,636-43.6% | $4,154-37.0% | $4,156-37.1% |
| Participant deferral / active EE | $6,658 | $6,166+8.0% | $5,453+22.1% | $6,407+3.9% |
| Admin fee / account holder | $2,536 | $16,471-84.6% | $14,116-82.0% | $12,270-79.3% |