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 | $208,654 | $100,970+106.7% | $96,576+116.1% | $137,256+52.0% |
| Participation rate | 93.8% | 82.6%+11.1pp | 81.4%+12.3pp | 80.0%+13.8pp |
| Annual return | 23.06% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $4,937 | $3,809+29.6% | $3,553+39.0% | $4,156+18.8% |
| Participant deferral / active EE | $11,169 | $8,286+34.8% | $7,956+40.4% | $6,407+74.3% |
| Admin fee / account holder | $6,969 | $11,312-38.4% | $11,381-38.8% | $12,270-43.2% |