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 | $182,054 | $154,228+18.0% | $145,433+25.2% | $137,256+32.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 22.77% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $6,371 | $4,804+32.6% | $4,554+39.9% | $4,156+53.3% |
| Participant deferral / active EE | $20,900 | $8,216+154.4% | $7,897+164.6% | $6,407+226.2% |
| Admin fee / account holder | $3,494 | $14,344-75.6% | $13,129-73.4% | $12,270-71.5% |