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 | $246,860 | $183,519+34.5% | $155,509+58.7% | $145,922+69.2% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.96% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,468 | $5,313+21.7% | $4,672+38.4% | $4,660+38.8% |
| Participant deferral / active EE | $2,113 | $6,462-67.3% | $5,626-62.4% | $6,688-68.4% |
| Admin fee / account holder | $10,494 | $19,313-45.7% | $15,912-34.0% | $13,397-21.7% |