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 | $189,831 | $148,534+27.8% | $135,903+39.7% | $139,434+36.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 13.44% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,836 | $5,243-26.8% | $4,856-21.0% | $4,751-19.3% |
| Participant deferral / active EE | $7,566 | $8,100-6.6% | $7,758-2.5% | $6,710+12.8% |
| Admin fee / account holder | $25,353 | $12,400+104.5% | $10,762+135.6% | $11,403+122.3% |