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 | $224,919 | $138,347+62.6% | $184,203+22.1% | $80,856+178.2% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.6%+23.3pp |
| Annual return | 14.00% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,646 | $4,850-45.5% | $6,427-58.8% | $2,755-4.0% |
| Participant deferral / active EE | $6,968 | $7,071-1.4% | $9,131-23.7% | $4,296+62.2% |
| Admin fee / account holder | $3,003 | $10,483-71.4% | $13,901-78.4% | $6,918-56.6% |