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 | $193,015 | $159,602+20.9% | $150,045+28.6% | $142,382+35.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 18.50% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,717 | $4,961-25.1% | $4,693-20.8% | $4,299-13.5% |
| Participant deferral / active EE | $9,843 | $8,310+18.5% | $7,997+23.1% | $6,507+51.3% |
| Admin fee / account holder | $12,181 | $14,846-18.0% | $13,435-9.3% | $12,624-3.5% |