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 | $217,749 | $107,934+101.7% | $91,989+136.7% | $152,861+42.4% |
| Participation rate | 94.1% | 81.2%+12.9pp | 78.6%+15.5pp | 82.4%+11.7pp |
| Annual return | 22.02% | 89.24%-67.2pp | 69.02%-47.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $4,954 | $4,210+17.7% | $3,452+43.5% | $4,762+4.0% |
| Participant deferral / active EE | $10,538 | $6,364+65.6% | $5,923+77.9% | $5,850+80.1% |
| Admin fee / account holder | $20,350 | $10,520+93.4% | $7,743+162.8% | $11,596+75.5% |