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 | $239,733 | $111,535+114.9% | $105,223+127.8% | $137,256+74.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 14.05% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,730 | $3,939-5.3% | $3,689+1.1% | $4,156-10.3% |
| Participant deferral / active EE | $9,085 | $5,500+65.2% | $5,072+79.1% | $6,407+41.8% |
| Admin fee / account holder | $9,943 | $9,721+2.3% | $8,859+12.2% | $12,270-19.0% |