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 | $193,698 | $179,726+7.8% | $156,263+24.0% | $142,382+36.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.84% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,942 | $5,069+37.0% | $4,333+60.2% | $4,299+61.5% |
| Participant deferral / active EE | $13,391 | $6,956+92.5% | $6,158+117.4% | $6,507+105.8% |
| Admin fee / account holder | $61,898 | $17,272+258.4% | $14,255+334.2% | $12,624+390.3% |