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 | $186,431 | $154,228+20.9% | $145,433+28.2% | $137,256+35.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.32% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $7,858 | $4,804+63.6% | $4,554+72.5% | $4,156+89.1% |
| Participant deferral / active EE | $14,920 | $8,216+81.6% | $7,897+88.9% | $6,407+132.9% |
| Admin fee / account holder | $340,691 | $14,344+2275.2% | $13,129+2494.9% | $12,270+2676.6% |