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 | $188,051 | $107,334+75.2% | $92,893+102.4% | $152,861+23.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 20.52% | 145.58%-125.1pp | 109.41%-88.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,133 | $4,221-25.8% | $3,653-14.2% | $4,762-34.2% |
| Participant deferral / active EE | $10,132 | $4,845+109.1% | $4,236+139.2% | $5,850+73.2% |
| Admin fee / account holder | $14,034 | $7,079+98.2% | $5,794+142.2% | $11,596+21.0% |