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 | $209,939 | $86,286+143.3% | $111,297+88.6% | $85,850+144.5% |
| Participation rate | 98.4% | 73.3%+25.1pp | 77.3%+21.1pp | 69.3%+29.1pp |
| Annual return | 16.13% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,530 | $2,043+23.8% | $2,731-7.4% | $2,565-1.4% |
| Participant deferral / active EE | $6,913 | $3,641+89.9% | $4,487+54.1% | $3,952+74.9% |
| Admin fee / account holder | $11,644 | $8,188+42.2% | $7,964+46.2% | $6,260+86.0% |