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 | $208,215 | $159,602+30.5% | $150,045+38.8% | $142,382+46.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 17.64% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,020 | $4,961-39.1% | $4,693-35.6% | $4,299-29.7% |
| Participant deferral / active EE | $13,410 | $8,310+61.4% | $7,997+67.7% | $6,507+106.1% |
| Admin fee / account holder | $1,477 | $14,846-90.0% | $13,435-89.0% | $12,624-88.3% |