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 | $185,330 | $109,359+69.5% | $162,163+14.3% | $72,985+153.9% |
| Participation rate | 84.6% | 84.3%+0.4pp | 87.6%-2.9pp | 69.5%+15.1pp |
| Annual return | 23.45% | 25.46%-2.0pp | 115.59%-92.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $6,438 | $3,907+64.8% | $5,614+14.7% | $2,440+163.9% |
| Participant deferral / active EE | $16,844 | $5,481+207.3% | $7,298+130.8% | $3,607+366.9% |
| Admin fee / account holder | $19,049 | $7,972+139.0% | $10,843+75.7% | $5,124+271.7% |