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 | $34,363 | $198,466-82.7% | $170,442-79.8% | $147,584-76.7% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $7,154 | $6,184+15.7% | $5,433+31.7% | $4,876+46.7% |
| Participant deferral / active EE | $3,948 | $5,629-29.9% | $4,939-20.1% | $5,439-27.4% |
| Admin fee / account holder | $19,038 | $16,852+13.0% | $13,880+37.2% | $10,885+74.9% |