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 | $240,079 | $159,602+50.4% | $150,045+60.0% | $142,382+68.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 16.75% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $13,255 | $4,961+167.2% | $4,693+182.4% | $4,299+208.3% |
| Participant deferral / active EE | $12,553 | $8,310+51.1% | $7,997+57.0% | $6,507+92.9% |
| Admin fee / account holder | $1,616 | $14,846-89.1% | $13,435-88.0% | $12,624-87.2% |