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 | $246,906 | $109,817+124.8% | $98,442+150.8% | $167,490+47.4% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 11.82% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,031 | $3,224-6.0% | $2,960+2.4% | $4,837-37.4% |
| Participant deferral / active EE | $6,072 | $4,673+29.9% | $4,276+42.0% | $6,341-4.3% |
| Admin fee / account holder | $1,036 | $6,753-84.7% | $5,949-82.6% | $12,309-91.6% |