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 | $212,886 | $102,828+107.0% | $105,387+102.0% | $152,861+39.3% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 18.60% | 20.85%-2.2pp | 26.82%-8.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $6,353 | $4,473+42.0% | $4,213+50.8% | $4,762+33.4% |
| Participant deferral / active EE | $10,077 | $5,465+84.4% | $5,502+83.2% | $5,850+72.3% |
| Admin fee / account holder | $20,862 | $8,683+140.3% | $6,559+218.1% | $11,596+79.9% |