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 | $154,228+58.2% | $145,433+67.8% | $137,256+77.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,159 | $4,804-13.4% | $4,554-8.7% | $4,156+0.1% |
| Participant deferral / active EE | $7,339 | $8,216-10.7% | $7,897-7.1% | $6,407+14.6% |
| Admin fee / account holder | $1,061 | $14,344-92.6% | $13,129-91.9% | $12,270-91.4% |