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 | $248,398 | $154,228+61.1% | $145,433+70.8% | $137,256+81.0% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,431 | $4,804+13.1% | $4,554+19.3% | $4,156+30.7% |
| Participant deferral / active EE | $5,228 | $8,216-36.4% | $7,897-33.8% | $6,407-18.4% |
| Admin fee / account holder | $24,909 | $14,344+73.7% | $13,129+89.7% | $12,270+103.0% |