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 | $244,740 | $77,503+215.8% | $100,391+143.8% | $80,856+202.7% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.4pp | 67.6%+25.2pp |
| Annual return | 27.41% | 37.20%-9.8pp | 49.20%-21.8pp | 35.59%-8.2pp |
| Employer contribution / active EE | $2,894 | $2,801+3.3% | $3,942-26.6% | $2,755+5.1% |
| Participant deferral / active EE | $10,440 | $6,820+53.1% | $8,082+29.2% | $4,296+143.0% |
| Admin fee / account holder | $36,240 | $5,897+514.6% | $7,899+358.8% | $6,918+423.9% |