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 | $207,473 | $175,202+18.4% | $149,673+38.6% | $139,434+48.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.22% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $6,984 | $5,474+27.6% | $4,818+45.0% | $4,751+47.0% |
| Participant deferral / active EE | $4,988 | $6,519-23.5% | $5,680-12.2% | $6,710-25.7% |
| Admin fee / account holder | $1,973 | $16,150-87.8% | $13,210-85.1% | $11,403-82.7% |