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 | $247,047 | $159,602+54.8% | $150,045+64.6% | $142,382+73.5% |
| Participation rate | 87.0% | 84.0%+3.0pp | 82.3%+4.6pp | 80.1%+6.8pp |
| Annual return | 15.51% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,300 | $4,961+27.0% | $4,693+34.2% | $4,299+46.5% |
| Participant deferral / active EE | $16,127 | $8,310+94.1% | $7,997+101.7% | $6,507+147.8% |
| Admin fee / account holder | $27,696 | $14,846+86.6% | $13,435+106.2% | $12,624+119.4% |