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 | $231,376 | $154,228+50.0% | $145,433+59.1% | $137,256+68.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.16% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $6,763 | $4,804+40.8% | $4,554+48.5% | $4,156+62.7% |
| Participant deferral / active EE | $15,840 | $8,216+92.8% | $7,897+100.6% | $6,407+147.2% |
| Admin fee / account holder | $15,468 | $14,344+7.8% | $13,129+17.8% | $12,270+26.1% |