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 | $176,786 | $148,534+19.0% | $135,903+30.1% | $139,434+26.8% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 13.53% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $6,928 | $5,243+32.1% | $4,856+42.7% | $4,751+45.8% |
| Participant deferral / active EE | $7,008 | $8,100-13.5% | $7,758-9.7% | $6,710+4.4% |
| Admin fee / account holder | $13,681 | $12,400+10.3% | $10,762+27.1% | $11,403+20.0% |