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 | $238,129 | $185,822+28.1% | $169,993+40.1% | $139,434+70.8% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 11.51% | 60.50%-49.0pp | 53.37%-41.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,025 | $7,590-60.1% | $6,785-55.4% | $4,751-36.3% |
| Participant deferral / active EE | $7,850 | $11,622-32.5% | $10,408-24.6% | $6,710+17.0% |
| Admin fee / account holder | $19,172 | $15,381+24.7% | $12,815+49.6% | $11,403+68.1% |