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 | $187,509 | $109,881+70.6% | $150,045+25.0% | $84,808+121.1% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 16.55% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,249 | $3,561+19.3% | $4,693-9.5% | $2,631+61.5% |
| Participant deferral / active EE | $9,023 | $6,636+36.0% | $7,997+12.8% | $4,212+114.2% |
| Admin fee / account holder | $2,584 | $8,568-69.8% | $13,435-80.8% | $7,344-64.8% |