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 | $229,804 | $172,478+33.2% | $145,661+57.8% | $142,382+61.4% |
| Participation rate | 92.3% | 80.1%+12.2pp | 77.2%+15.1pp | 80.1%+12.2pp |
| Annual return | 16.29% | 151.09%-134.8pp | 101.46%-85.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,538 | $4,899+13.0% | $4,238+30.7% | $4,299+28.8% |
| Participant deferral / active EE | $17,389 | $8,348+108.3% | $7,198+141.6% | $6,507+167.2% |
| Admin fee / account holder | $28,873 | $16,864+71.2% | $12,466+131.6% | $12,624+128.7% |