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 | $197,183 | $85,202+131.4% | $172,739+14.2% | $72,985+170.2% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 26.33% | 27.32%-1.0pp | 802.84%-776.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $8,975 | $3,324+170.0% | $5,143+74.5% | $2,440+267.9% |
| Participant deferral / active EE | $5,067 | $3,260+55.4% | $5,198-2.5% | $3,607+40.5% |
| Admin fee / account holder | $1,918 | $5,884-67.4% | $13,954-86.3% | $5,124-62.6% |