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 | $197,919 | $93,571+111.5% | $135,903+45.6% | $75,163+163.3% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 16.33% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,085 | $3,537+15.5% | $4,856-15.9% | $2,670+53.0% |
| Participant deferral / active EE | $12,697 | $6,404+98.3% | $7,758+63.7% | $4,125+207.8% |
| Admin fee / account holder | $29,388 | $6,975+321.3% | $10,762+173.1% | $5,651+420.1% |