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 | $200,913 | $157,256+27.8% | $141,162+42.3% | $152,861+31.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.10% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $5,231 | $5,261-0.6% | $4,735+10.5% | $4,762+9.8% |
| Participant deferral / active EE | $6,063 | $7,109-14.7% | $6,709-9.6% | $5,850+3.6% |
| Admin fee / account holder | $10,427 | $12,120-14.0% | $10,261+1.6% | $11,596-10.1% |