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 | $233,826 | $159,602+46.5% | $150,045+55.8% | $142,382+64.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 14.15% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,693 | $4,961+34.9% | $4,693+42.6% | $4,299+55.7% |
| Participant deferral / active EE | $10,046 | $8,310+20.9% | $7,997+25.6% | $6,507+54.4% |
| Admin fee / account holder | $2,028 | $14,846-86.3% | $13,435-84.9% | $12,624-83.9% |