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 | $243,801 | $183,519+32.8% | $155,509+56.8% | $145,922+67.1% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 11.96% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,016 | $5,313-24.4% | $4,672-14.1% | $4,660-13.8% |
| Participant deferral / active EE | $8,200 | $6,462+26.9% | $5,626+45.7% | $6,688+22.6% |
| Admin fee / account holder | $375 | $19,313-98.1% | $15,912-97.6% | $13,397-97.2% |