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 | $221,671 | $159,602+38.9% | $150,045+47.7% | $142,382+55.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.40% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,867 | $4,961+18.3% | $4,693+25.0% | $4,299+36.5% |
| Participant deferral / active EE | $17,088 | $8,310+105.6% | $7,997+113.7% | $6,507+162.6% |
| Admin fee / account holder | $677 | $14,846-95.4% | $13,435-95.0% | $12,624-94.6% |