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 | $220,321 | $175,202+25.8% | $149,673+47.2% | $139,434+58.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.52% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,760 | $5,474-49.6% | $4,818-42.7% | $4,751-41.9% |
| Participant deferral / active EE | $9,746 | $6,519+49.5% | $5,680+71.6% | $6,710+45.2% |
| Admin fee / account holder | $4,286 | $16,150-73.5% | $13,210-67.6% | $11,403-62.4% |