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 | $194,413 | $159,602+21.8% | $150,045+29.6% | $142,382+36.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.26% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,438 | $4,961-30.7% | $4,693-26.7% | $4,299-20.0% |
| Participant deferral / active EE | $4,225 | $8,310-49.2% | $7,997-47.2% | $6,507-35.1% |
| Admin fee / account holder | $20,098 | $14,846+35.4% | $13,435+49.6% | $12,624+59.2% |