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 | $230,164 | $101,069+127.7% | $81,478+182.5% | $147,584+56.0% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 13.86% | 32.40%-18.5pp | 38.78%-24.9pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,041 | $3,205-5.1% | $2,568+18.4% | $4,876-37.6% |
| Participant deferral / active EE | $8,123 | $4,242+91.5% | $3,537+129.7% | $5,439+49.4% |
| Admin fee / account holder | $8,309 | $5,812+43.0% | $4,561+82.2% | $10,885-23.7% |