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 | $206,542 | $159,602+29.4% | $150,045+37.7% | $142,382+45.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 13.26% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $14,955 | $4,961+201.5% | $4,693+218.7% | $4,299+247.9% |
| Participant deferral / active EE | $6,304 | $8,310-24.1% | $7,997-21.2% | $6,507-3.1% |
| Admin fee / account holder | $100,516 | $14,846+577.0% | $13,435+648.2% | $12,624+696.2% |