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 | $200,845 | $159,602+25.8% | $150,045+33.9% | $142,382+41.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 17.65% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $19,755 | $4,961+298.2% | $4,693+320.9% | $4,299+359.5% |
| Participant deferral / active EE | $15,637 | $8,310+88.2% | $7,997+95.5% | $6,507+140.3% |
| Admin fee / account holder | $41,797 | $14,846+181.5% | $13,435+211.1% | $12,624+231.1% |