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 | $208,262 | $148,534+40.2% | $135,903+53.2% | $139,434+49.4% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 18.96% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $10,456 | $5,243+99.4% | $4,856+115.3% | $4,751+120.1% |
| Participant deferral / active EE | $12,137 | $8,100+49.8% | $7,758+56.5% | $6,710+80.9% |
| Admin fee / account holder | $2,360 | $12,400-81.0% | $10,762-78.1% | $11,403-79.3% |