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 | $226,386 | $72,277+213.2% | $101,248+123.6% | $79,858+183.5% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | 16.80% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $7,629 | $2,692+183.5% | $3,660+108.5% | $2,471+208.8% |
| Participant deferral / active EE | $4,654 | $3,282+41.8% | $4,370+6.5% | $3,740+24.4% |
| Admin fee / account holder | $15,941 | $4,400+262.3% | $5,945+168.1% | $5,306+200.4% |