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 | $212,783 | $183,519+15.9% | $155,509+36.8% | $145,922+45.8% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 11.78% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $9,559 | $5,313+79.9% | $4,672+104.6% | $4,660+105.1% |
| Participant deferral / active EE | $7,964 | $6,462+23.2% | $5,626+41.5% | $6,688+19.1% |
| Admin fee / account holder | $15,787 | $19,313-18.3% | $15,912-0.8% | $13,397+17.8% |