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 | $211,186 | $166,020+27.2% | $164,866+28.1% | $145,959+44.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 12.50% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $6,688 | $5,275+26.8% | $4,343+54.0% | $4,661+43.5% |
| Participant deferral / active EE | $8,765 | $6,961+25.9% | $6,033+45.3% | $6,689+31.1% |
| Admin fee / account holder | $1,979 | $16,644-88.1% | $12,689-84.4% | $13,398-85.2% |