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 | $235,642 | $175,202+34.5% | $149,673+57.4% | $139,434+69.0% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 17.36% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,123 | $5,474-6.4% | $4,818+6.3% | $4,751+7.8% |
| Participant deferral / active EE | $7,067 | $6,519+8.4% | $5,680+24.4% | $6,710+5.3% |
| Admin fee / account holder | $1,071 | $16,150-93.4% | $13,210-91.9% | $11,403-90.6% |