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 | $226,658 | $159,602+42.0% | $150,045+51.1% | $142,382+59.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 22.00% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,069 | $4,961-18.0% | $4,693-13.3% | $4,299-5.4% |
| Participant deferral / active EE | $7,878 | $8,310-5.2% | $7,997-1.5% | $6,507+21.1% |
| Admin fee / account holder | $1,144 | $14,846-92.3% | $13,435-91.5% | $12,624-90.9% |