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 | $204,161 | $100,852+102.4% | $90,404+125.8% | $158,922+28.5% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 15.39% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,261 | $3,689-11.6% | $3,2620% | $4,761-31.5% |
| Participant deferral / active EE | $5,883 | $4,348+35.3% | $3,963+48.4% | $5,982-1.7% |
| Admin fee / account holder | $1,072 | $6,501-83.5% | $5,611-80.9% | $11,246-90.5% |