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 | $154,228+27.9% | $145,433+35.6% | $137,256+43.7% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.2pp | 80.0%+6.4pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $8,059 | $4,804+67.8% | $4,554+76.9% | $4,156+93.9% |
| Participant deferral / active EE | $11,063 | $8,216+34.6% | $7,897+40.1% | $6,407+72.7% |
| Admin fee / account holder | $12,334 | $14,344-14.0% | $13,129-6.1% | $12,270+0.5% |