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 | $242,920 | $154,117+57.6% | $129,995+86.9% | $139,434+74.2% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | 22.86% | 32.48%-9.6pp | -137.18%+160.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $4,936 | $5,289-6.7% | $4,320+14.3% | $4,751+3.9% |
| Participant deferral / active EE | $10,576 | $6,710+57.6% | $5,820+81.7% | $6,710+57.6% |
| Admin fee / account holder | $27,020 | $14,007+92.9% | $10,614+154.6% | $11,403+137.0% |