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 | $209,134 | $172,111+21.5% | $150,298+39.1% | $137,256+52.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 14.90% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $7,839 | $4,636+69.1% | $4,154+88.7% | $4,156+88.6% |
| Participant deferral / active EE | $10,065 | $6,166+63.2% | $5,453+84.6% | $6,407+57.1% |
| Admin fee / account holder | $19,451 | $16,471+18.1% | $14,116+37.8% | $12,270+58.5% |