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 | $246,302 | $135,952+81.2% | $123,892+98.8% | $273,961-10.1% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 12.50% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-29.0pp |
| Employer contribution / active EE | $11,922 | $5,170+130.6% | $4,617+158.2% | $4,869+144.9% |
| Participant deferral / active EE | $15,397 | $6,343+142.8% | $5,984+157.3% | $5,287+191.2% |
| Admin fee / account holder | $10,144 | $9,817+3.3% | $8,357+21.4% | $10,132+0.1% |