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 | $208,384 | $185,822+12.1% | $169,993+22.6% | $139,434+49.4% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 15.45% | 60.50%-45.1pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,314 | $7,590-69.5% | $6,785-65.9% | $4,751-51.3% |
| Participant deferral / active EE | $5,152 | $11,622-55.7% | $10,408-50.5% | $6,710-23.2% |
| Admin fee / account holder | $1,180 | $15,381-92.3% | $12,815-90.8% | $11,403-89.6% |