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 | $232,138 | $159,602+45.4% | $150,045+54.7% | $142,382+63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.86% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,458 | $4,961-70.6% | $4,693-68.9% | $4,299-66.1% |
| Participant deferral / active EE | $9,123 | $8,310+9.8% | $7,997+14.1% | $6,507+40.2% |
| Admin fee / account holder | $2,274 | $14,846-84.7% | $13,435-83.1% | $12,624-82.0% |