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 | $189,214 | $80,968+133.7% | $96,544+96.0% | $75,163+151.7% |
| Participation rate | 94.3% | 71.8%+22.5pp | 76.0%+18.3pp | 67.2%+27.1pp |
| Annual return | 22.98% | 27.06%-4.1pp | 25.84%-2.9pp | 160.62%-137.6pp |
| Employer contribution / active EE | $4,427 | $2,282+94.0% | $2,965+49.3% | $2,670+65.8% |
| Participant deferral / active EE | $7,403 | $3,928+88.5% | $4,851+52.6% | $4,125+79.5% |
| Admin fee / account holder | $16,822 | $6,724+150.2% | $8,252+103.9% | $5,651+197.7% |