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 | $199,425 | $148,534+34.3% | $135,903+46.7% | $139,434+43.0% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 16.11% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,819 | $5,243-46.2% | $4,856-41.9% | $4,751-40.7% |
| Participant deferral / active EE | $5,038 | $8,100-37.8% | $7,758-35.1% | $6,710-24.9% |
| Admin fee / account holder | $10,274 | $12,400-17.1% | $10,762-4.5% | $11,403-9.9% |