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 | $249,623 | $109,881+127.2% | $150,045+66.4% | $84,808+194.3% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 14.71% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,740 | $3,561+5.0% | $4,693-20.3% | $2,631+42.1% |
| Participant deferral / active EE | $14,519 | $6,636+118.8% | $7,997+81.6% | $4,212+244.7% |
| Admin fee / account holder | $19,022 | $8,568+122.0% | $13,435+41.6% | $7,344+159.0% |