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 | $199,385 | $106,515+87.2% | $96,683+106.2% | $139,434+43.0% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 20.22% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $15,370 | $4,103+274.6% | $3,737+311.3% | $4,751+223.5% |
| Participant deferral / active EE | $5,804 | $5,454+6.4% | $4,878+19.0% | $6,710-13.5% |
| Admin fee / account holder | $15,126 | $7,877+92.0% | $6,730+124.8% | $11,403+32.7% |