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 | $192,605 | $177,572+8.5% | $154,803+24.4% | $142,382+35.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 14.86% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,612 | $4,810+58.2% | $4,305+76.8% | $4,299+77.0% |
| Participant deferral / active EE | $4,876 | $6,272-22.2% | $5,540-12.0% | $6,507-25.1% |
| Admin fee / account holder | $4,605 | $16,786-72.6% | $14,329-67.9% | $12,624-63.5% |