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 | $194,600 | $148,534+31.0% | $135,903+43.2% | $139,434+39.6% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 19.11% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $13,963 | $5,243+166.3% | $4,856+187.5% | $4,751+193.9% |
| Participant deferral / active EE | $8,024 | $8,100-0.9% | $7,758+3.4% | $6,710+19.6% |
| Admin fee / account holder | $1,676 | $12,400-86.5% | $10,762-84.4% | $11,403-85.3% |