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 | $159,602+55.6% | $150,045+65.5% | $142,382+74.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 14.93% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,431 | $4,961+9.5% | $4,693+15.7% | $4,299+26.3% |
| Participant deferral / active EE | $5,228 | $8,310-37.1% | $7,997-34.6% | $6,507-19.7% |
| Admin fee / account holder | $24,909 | $14,846+67.8% | $13,435+85.4% | $12,624+97.3% |