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 | $207,903 | $159,602+30.3% | $150,045+38.6% | $142,382+46.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 15.22% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $14,669 | $4,961+195.7% | $4,693+212.6% | $4,299+241.2% |
| Participant deferral / active EE | $16,401 | $8,310+97.4% | $7,997+105.1% | $6,507+152.0% |
| Admin fee / account holder | $15,669 | $14,846+5.5% | $13,435+16.6% | $12,624+24.1% |