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 | $244,053 | $159,602+52.9% | $150,045+62.7% | $142,382+71.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.71% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,159 | $4,961-16.2% | $4,693-11.4% | $4,299-3.3% |
| Participant deferral / active EE | $7,339 | $8,310-11.7% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $1,061 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |