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 | $225,901 | $177,572+27.2% | $154,803+45.9% | $142,382+58.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 18.60% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,150 | $4,810-13.7% | $4,305-3.6% | $4,299-3.5% |
| Participant deferral / active EE | $10,781 | $6,272+71.9% | $5,540+94.6% | $6,507+65.7% |
| Admin fee / account holder | $997 | $16,786-94.1% | $14,329-93.0% | $12,624-92.1% |