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 | $214,745 | $159,602+34.5% | $150,045+43.1% | $142,382+50.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 16.73% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,686 | $4,961-5.5% | $4,693-0.2% | $4,299+9.0% |
| Participant deferral / active EE | $8,019 | $8,310-3.5% | $7,997+0.3% | $6,507+23.2% |
| Admin fee / account holder | $2,649 | $14,846-82.2% | $13,435-80.3% | $12,624-79.0% |