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 | $202,410 | $159,602+26.8% | $150,045+34.9% | $142,382+42.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 12.96% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $19,569 | $4,961+294.5% | $4,693+317.0% | $4,299+355.2% |
| Participant deferral / active EE | $10,941 | $8,310+31.7% | $7,997+36.8% | $6,507+68.1% |
| Admin fee / account holder | $13,874 | $14,846-6.5% | $13,435+3.3% | $12,624+9.9% |