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 | $223,688 | $124,319+79.9% | $111,297+101.0% | $167,490+33.6% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 10.86% | 37.44%-26.6pp | 54.65%-43.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,590 | $3,435+4.5% | $2,731+31.4% | $4,837-25.8% |
| Participant deferral / active EE | $6,742 | $5,180+30.1% | $4,487+50.2% | $6,341+6.3% |
| Admin fee / account holder | $84,009 | $10,618+691.2% | $7,964+954.9% | $12,309+582.5% |