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 | $199,439 | $175,202+13.8% | $149,673+33.2% | $139,434+43.0% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 12.25% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,305 | $5,474-57.9% | $4,818-52.1% | $4,751-51.5% |
| Participant deferral / active EE | $6,341 | $6,519-2.7% | $5,680+11.6% | $6,710-5.5% |
| Admin fee / account holder | $8,700 | $16,150-46.1% | $13,210-34.1% | $11,403-23.7% |