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 | $239,906 | $183,519+30.7% | $155,509+54.3% | $145,922+64.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 24.03% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.3pp |
| Employer contribution / active EE | $14,773 | $5,313+178.1% | $4,672+216.2% | $4,660+217.0% |
| Participant deferral / active EE | $10,445 | $6,462+61.6% | $5,626+85.7% | $6,688+56.2% |
| Admin fee / account holder | $1,697 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |