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 | $242,806 | $172,111+41.1% | $150,298+61.5% | $137,256+76.9% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 17.64% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,979 | $4,636-14.2% | $4,154-4.2% | $4,156-4.3% |
| Participant deferral / active EE | $8,803 | $6,166+42.8% | $5,453+61.4% | $6,407+37.4% |
| Admin fee / account holder | $2,548 | $16,471-84.5% | $14,116-81.9% | $12,270-79.2% |