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 | $208,176 | $118,450+75.8% | $98,439+111.5% | $139,434+49.3% |
| Participation rate | 81.3% | 77.4%+3.8pp | 75.2%+6.1pp | 80.3%+0.9pp |
| Annual return | 16.22% | 18.94%-2.7pp | 21.16%-4.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $12,445 | $3,609+244.8% | $3,048+308.3% | $4,751+161.9% |
| Participant deferral / active EE | $5,098 | $5,392-5.5% | $4,738+7.6% | $6,710-24.0% |
| Admin fee / account holder | $12,723 | $14,026-9.3% | $8,948+42.2% | $11,403+11.6% |