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 | $248,149 | $159,602+55.5% | $150,045+65.4% | $142,382+74.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,087 | $4,961+2.5% | $4,693+8.4% | $4,299+18.3% |
| Participant deferral / active EE | $11,355 | $8,310+36.6% | $7,997+42.0% | $6,507+74.5% |
| Admin fee / account holder | $3,451 | $14,846-76.8% | $13,435-74.3% | $12,624-72.7% |