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 | $193,239 | $172,111+12.3% | $150,298+28.6% | $137,256+40.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 15.66% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,693 | $4,636-20.3% | $4,154-11.1% | $4,156-11.1% |
| Participant deferral / active EE | $9,007 | $6,166+46.1% | $5,453+65.2% | $6,407+40.6% |
| Admin fee / account holder | $2,363 | $16,471-85.7% | $14,116-83.3% | $12,270-80.7% |