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 | $197,248 | $159,602+23.6% | $150,045+31.5% | $142,382+38.5% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 18.73% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,059 | $4,961+62.5% | $4,693+71.7% | $4,299+87.5% |
| Participant deferral / active EE | $11,063 | $8,310+33.1% | $7,997+38.3% | $6,507+70.0% |
| Admin fee / account holder | $12,334 | $14,846-16.9% | $13,435-8.2% | $12,624-2.3% |