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 | $213,694 | $93,571+128.4% | $135,903+57.2% | $75,163+184.3% |
| Participation rate | 82.7% | 75.2%+7.5pp | 81.9%+0.8pp | 67.2%+15.5pp |
| Annual return | 16.82% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,699 | $3,537+4.6% | $4,856-23.8% | $2,670+38.6% |
| Participant deferral / active EE | $8,526 | $6,404+33.1% | $7,758+9.9% | $4,125+106.7% |
| Admin fee / account holder | $1,063 | $6,975-84.8% | $10,762-90.1% | $5,651-81.2% |