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 | $219,446 | $179,726+22.1% | $156,263+40.4% | $142,382+54.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 17.17% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,373 | $5,069-53.2% | $4,333-45.2% | $4,299-44.8% |
| Participant deferral / active EE | $7,198 | $6,956+3.5% | $6,158+16.9% | $6,507+10.6% |
| Admin fee / account holder | $3,437 | $17,272-80.1% | $14,255-75.9% | $12,624-72.8% |