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 | $194,629 | $114,381+70.2% | $107,525+81.0% | $142,382+36.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 15.19% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,051 | $4,015-24.0% | $3,754-18.7% | $4,299-29.0% |
| Participant deferral / active EE | $9,459 | $5,564+70.0% | $5,116+84.9% | $6,507+45.4% |
| Admin fee / account holder | $2,686 | $9,860-72.8% | $8,919-69.9% | $12,624-78.7% |