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 | $204,863 | $148,534+37.9% | $135,903+50.7% | $139,434+46.9% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 18.50% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,794 | $5,243-27.6% | $4,856-21.9% | $4,751-20.1% |
| Participant deferral / active EE | $5,675 | $8,100-29.9% | $7,758-26.8% | $6,710-15.4% |
| Admin fee / account holder | $746 | $12,400-94.0% | $10,762-93.1% | $11,403-93.5% |