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 | $230,971 | $159,602+44.7% | $150,045+53.9% | $142,382+62.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 15.25% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,734 | $4,961-4.6% | $4,693+0.9% | $4,299+10.1% |
| Participant deferral / active EE | $9,174 | $8,310+10.4% | $7,997+14.7% | $6,507+41.0% |
| Admin fee / account holder | $13,577 | $14,846-8.6% | $13,435+1.1% | $12,624+7.5% |