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 | $227,329 | $185,822+22.3% | $169,993+33.7% | $139,434+63.0% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 16.94% | 60.50%-43.6pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $6,426 | $7,590-15.3% | $6,785-5.3% | $4,751+35.3% |
| Participant deferral / active EE | $8,836 | $11,622-24.0% | $10,408-15.1% | $6,710+31.7% |
| Admin fee / account holder | $6,245 | $15,381-59.4% | $12,815-51.3% | $11,403-45.2% |