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 | $219,692 | $78,672+179.3% | $109,143+101.3% | $85,850+155.9% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 40.86% | 25.09%+15.8pp | 25.75%+15.1pp | 318.53%-277.7pp |
| Employer contribution / active EE | $3,104 | $2,735+13.5% | $3,722-16.6% | $2,565+21.0% |
| Participant deferral / active EE | $9,632 | $3,467+177.8% | $4,653+107.0% | $3,952+143.7% |
| Admin fee / account holder | $34,081 | $5,469+523.1% | $6,752+404.7% | $6,260+444.4% |