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 | $186,937 | $124,281+50.4% | $109,143+71.3% | $167,490+11.6% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 23.12% | 26.04%-2.9pp | 25.75%-2.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $2,578 | $4,207-38.7% | $3,722-30.7% | $4,837-46.7% |
| Participant deferral / active EE | $8,274 | $5,255+57.4% | $4,653+77.8% | $6,341+30.5% |
| Admin fee / account holder | $14,264 | $7,970+79.0% | $6,752+111.2% | $12,309+15.9% |