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 | $191,401 | $159,602+19.9% | $150,045+27.6% | $142,382+34.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.10% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,532 | $4,961+31.7% | $4,693+39.2% | $4,299+51.9% |
| Participant deferral / active EE | $11,333 | $8,310+36.4% | $7,997+41.7% | $6,507+74.2% |
| Admin fee / account holder | $1,057 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |