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 | $169,841 | $154,228+10.1% | $145,433+16.8% | $137,256+23.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $20,268 | $4,804+321.9% | $4,554+345.0% | $4,156+387.7% |
| Participant deferral / active EE | $13,411 | $8,216+63.2% | $7,897+69.8% | $6,407+109.3% |
| Admin fee / account holder | $33,053 | $14,344+130.4% | $13,129+151.8% | $12,270+169.4% |