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 | $191,839 | $159,602+20.2% | $150,045+27.9% | $142,382+34.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 12.86% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,708 | $4,961-65.6% | $4,693-63.6% | $4,299-60.3% |
| Participant deferral / active EE | $14,000 | $8,310+68.5% | $7,997+75.1% | $6,507+115.1% |
| Admin fee / account holder | $6,962 | $14,846-53.1% | $13,435-48.2% | $12,624-44.9% |