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 | $241,916 | $76,552+216.0% | $123,892+95.3% | $62,891+284.7% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.1pp | 69.3%+28.3pp |
| Annual return | 11.91% | 18.68%-6.8pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,490 | $2,883+21.1% | $4,617-24.4% | $2,281+53.0% |
| Participant deferral / active EE | $8,180 | $4,840+69.0% | $5,984+36.7% | $3,203+155.4% |
| Admin fee / account holder | $8,256 | $4,826+71.1% | $8,357-1.2% | $4,296+92.2% |