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 | $193,418 | $93,571+106.7% | $135,903+42.3% | $75,163+157.3% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 26.99% | 30.90%-3.9pp | 68.23%-41.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $10,313 | $3,537+191.6% | $4,856+112.4% | $2,670+286.3% |
| Participant deferral / active EE | $8,317 | $6,404+29.9% | $7,758+7.2% | $4,125+101.6% |
| Admin fee / account holder | $12,473 | $6,975+78.8% | $10,762+15.9% | $5,651+120.7% |