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 | $190,292 | $154,228+23.4% | $145,433+30.8% | $137,256+38.6% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 17.50% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $14,200 | $4,804+195.6% | $4,554+211.8% | $4,156+241.7% |
| Participant deferral / active EE | $7,032 | $8,216-14.4% | $7,897-11.0% | $6,407+9.8% |
| Admin fee / account holder | $4,715 | $14,344-67.1% | $13,129-64.1% | $12,270-61.6% |