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 | $205,843 | $159,602+29.0% | $150,045+37.2% | $142,382+44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.45% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,909 | $4,961-21.2% | $4,693-16.7% | $4,299-9.1% |
| Participant deferral / active EE | $9,050 | $8,310+8.9% | $7,997+13.2% | $6,507+39.1% |
| Admin fee / account holder | $24,440 | $14,846+64.6% | $13,435+81.9% | $12,624+93.6% |