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 | $232,178 | $93,571+148.1% | $135,903+70.8% | $75,163+208.9% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.6pp | 67.2%+31.4pp |
| Annual return | 18.33% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,112 | $3,537-12.0% | $4,856-35.9% | $2,670+16.5% |
| Participant deferral / active EE | $10,967 | $6,404+71.2% | $7,758+41.4% | $4,125+165.9% |
| Admin fee / account holder | $8,407 | $6,975+20.5% | $10,762-21.9% | $5,651+48.8% |