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 | $234,764 | $177,572+32.2% | $154,803+51.7% | $142,382+64.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.28% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $23,691 | $4,810+392.5% | $4,305+450.3% | $4,299+451.1% |
| Participant deferral / active EE | $16,990 | $6,272+170.9% | $5,540+206.6% | $6,507+161.1% |
| Admin fee / account holder | $5,956 | $16,786-64.5% | $14,329-58.4% | $12,624-52.8% |