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 | $240,634 | $148,534+62.0% | $135,903+77.1% | $139,434+72.6% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.83% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,506 | $5,243-14.1% | $4,856-7.2% | $4,751-5.2% |
| Participant deferral / active EE | $9,335 | $8,100+15.2% | $7,758+20.3% | $6,710+39.1% |
| Admin fee / account holder | $7,650 | $12,400-38.3% | $10,762-28.9% | $11,403-32.9% |