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 | $211,756 | $101,618+108.4% | $93,063+127.5% | $137,256+54.3% |
| Participation rate | 81.3% | 74.9%+6.3pp | 72.1%+9.1pp | 80.0%+1.3pp |
| Annual return | 14.44% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $7,587 | $2,707+180.2% | $2,476+206.4% | $4,156+82.5% |
| Participant deferral / active EE | $13,643 | $4,279+218.8% | $3,958+244.7% | $6,407+113.0% |
| Admin fee / account holder | $28,970 | $6,198+367.4% | $6,033+380.2% | $12,270+136.1% |