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 | $219,501 | $138,065+59.0% | $123,544+77.7% | $135,375+62.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | 7.47% | 153.68%-146.2pp | 119.20%-111.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $10,100 | $5,151+96.1% | $4,628+118.2% | $4,779+111.3% |
| Participant deferral / active EE | $6,387 | $6,799-6.1% | $6,426-0.6% | $5,609+13.9% |
| Admin fee / account holder | $4,263 | $10,916-60.9% | $9,284-54.1% | $10,827-60.6% |