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 | $219,158 | $159,602+37.3% | $150,045+46.1% | $142,382+53.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,012 | $4,961+1.0% | $4,693+6.8% | $4,299+16.6% |
| Participant deferral / active EE | $14,151 | $8,310+70.3% | $7,997+76.9% | $6,507+117.5% |
| Admin fee / account holder | $23,843 | $14,846+60.6% | $13,435+77.5% | $12,624+88.9% |