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 | $212,194 | $86,286+145.9% | $111,297+90.7% | $85,850+147.2% |
| Participation rate | 94.8% | 73.3%+21.5pp | 77.3%+17.5pp | 69.3%+25.5pp |
| Annual return | 18.26% | 19.99%-1.7pp | 54.65%-36.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,877 | $2,043-8.1% | $2,731-31.3% | $2,565-26.8% |
| Participant deferral / active EE | $5,648 | $3,641+55.1% | $4,487+25.9% | $3,952+42.9% |
| Admin fee / account holder | $3,996 | $8,188-51.2% | $7,964-49.8% | $6,260-36.2% |