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 | $190,354 | $148,534+28.2% | $135,903+40.1% | $139,434+36.5% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 15.57% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,401 | $5,243+22.1% | $4,856+31.8% | $4,751+34.7% |
| Participant deferral / active EE | $14,559 | $8,100+79.7% | $7,758+87.7% | $6,710+117.0% |
| Admin fee / account holder | $1,160 | $12,400-90.6% | $10,762-89.2% | $11,403-89.8% |