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 | $248,694 | $197,591+25.9% | $177,821+39.9% | $158,922+56.5% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 7.19% | 58.76%-51.6pp | 48.32%-41.1pp | 302.83%-295.6pp |
| Employer contribution / active EE | $5,065 | $6,697-24.4% | $5,918-14.4% | $4,761+6.4% |
| Participant deferral / active EE | $12,492 | $8,405+48.6% | $7,714+61.9% | $5,982+108.8% |
| Admin fee / account holder | $1,247 | $15,399-91.9% | $12,427-90.0% | $11,246-88.9% |