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 | $231,948 | $115,882+100.2% | $100,516+130.8% | $158,922+46.0% |
| Participation rate | 95.2% | 81.6%+13.7pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 24.70% | 34.79%-10.1pp | 30.89%-6.2pp | 302.83%-278.1pp |
| Employer contribution / active EE | $5,336 | $4,103+30.1% | $3,418+56.1% | $4,761+12.1% |
| Participant deferral / active EE | $8,504 | $6,674+27.4% | $6,270+35.6% | $5,982+42.2% |
| Admin fee / account holder | $28,248 | $10,995+156.9% | $8,081+249.6% | $11,246+151.2% |