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 | $197,855 | $148,534+33.2% | $135,903+45.6% | $139,434+41.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.85% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $11,656 | $5,243+122.3% | $4,856+140.0% | $4,751+145.3% |
| Participant deferral / active EE | $11,576 | $8,100+42.9% | $7,758+49.2% | $6,710+72.5% |
| Admin fee / account holder | $11,026 | $12,400-11.1% | $10,762+2.4% | $11,403-3.3% |