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 | $236,417 | $179,726+31.5% | $156,263+51.3% | $142,382+66.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 16.47% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,305 | $5,069-15.1% | $4,333-0.6% | $4,299+0.1% |
| Participant deferral / active EE | $10,057 | $6,956+44.6% | $6,158+63.3% | $6,507+54.5% |
| Admin fee / account holder | $3,453 | $17,272-80.0% | $14,255-75.8% | $12,624-72.6% |