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 | $226,810 | $159,602+42.1% | $150,045+51.2% | $142,382+59.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 13.79% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $9,367 | $4,961+88.8% | $4,693+99.6% | $4,299+117.9% |
| Participant deferral / active EE | $11,233 | $8,310+35.2% | $7,997+40.5% | $6,507+72.6% |
| Admin fee / account holder | $142,967 | $14,846+863.0% | $13,435+964.2% | $12,624+1032.5% |