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 | $217,213 | $148,534+46.2% | $135,903+59.8% | $139,434+55.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.86% | 79.19%-66.3pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,943 | $5,243-24.8% | $4,856-18.8% | $4,751-17.0% |
| Participant deferral / active EE | $8,172 | $8,100+0.9% | $7,758+5.3% | $6,710+21.8% |
| Admin fee / account holder | $30,559 | $12,400+146.4% | $10,762+183.9% | $11,403+168.0% |