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 | $221,586 | $148,534+49.2% | $135,903+63.0% | $139,434+58.9% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 23.37% | 79.19%-55.8pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,349 | $5,243+2.0% | $4,856+10.2% | $4,751+12.6% |
| Participant deferral / active EE | $9,831 | $8,100+21.4% | $7,758+26.7% | $6,710+46.5% |
| Admin fee / account holder | $11,523 | $12,400-7.1% | $10,762+7.1% | $11,403+1.1% |