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 | $205,702 | $185,822+10.7% | $169,993+21.0% | $139,434+47.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.08% | 60.50%-46.4pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,531 | $7,590-79.8% | $6,785-77.4% | $4,751-67.8% |
| Participant deferral / active EE | $15,853 | $11,622+36.4% | $10,408+52.3% | $6,710+136.2% |
| Admin fee / account holder | $11,885 | $15,381-22.7% | $12,815-7.3% | $11,403+4.2% |