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 | $207,215 | $183,519+12.9% | $155,509+33.2% | $145,922+42.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 11.58% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $9,453 | $5,313+77.9% | $4,672+102.3% | $4,660+102.9% |
| Participant deferral / active EE | $7,906 | $6,462+22.3% | $5,626+40.5% | $6,688+18.2% |
| Admin fee / account holder | $2,642 | $19,313-86.3% | $15,912-83.4% | $13,397-80.3% |