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 4-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 | $201,956 | $159,602+26.5% | $150,045+34.6% | $142,382+41.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 85.80% | 70.24%+15.6pp | 62.55%+23.3pp | 217.08%-131.3pp |
| Employer contribution / active EE | $3,291 | $4,961-33.7% | $4,693-29.9% | $4,299-23.4% |
| Participant deferral / active EE | $17,832 | $8,310+114.6% | $7,997+123.0% | $6,507+174.0% |
| Admin fee / account holder | $17,071 | $14,846+15.0% | $13,435+27.1% | $12,624+35.2% |