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 | $244,704 | $197,591+23.8% | $177,821+37.6% | $158,922+54.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 10.69% | 58.76%-48.1pp | 48.32%-37.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $6,700 | $6,6970% | $5,918+13.2% | $4,761+40.7% |
| Participant deferral / active EE | $8,493 | $8,405+1.1% | $7,714+10.1% | $5,982+42.0% |
| Admin fee / account holder | $25,901 | $15,399+68.2% | $12,427+108.4% | $11,246+130.3% |