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 | $183,964 | $144,119+27.6% | $117,854+56.1% | $147,584+24.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 17.71% | 531.15%-513.4pp | 335.08%-317.4pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,747 | $4,896+17.4% | $3,786+51.8% | $4,876+17.9% |
| Participant deferral / active EE | $6,998 | $5,316+31.6% | $4,482+56.1% | $5,439+28.7% |
| Admin fee / account holder | $9,186 | $10,886-15.6% | $8,020+14.5% | $10,885-15.6% |