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 | $218,311 | $123,793+76.4% | $177,821+22.8% | $79,858+173.4% |
| Participation rate | 83.3% | 84.7%-1.3pp | 87.7%-4.4pp | 69.6%+13.7pp |
| Annual return | 19.12% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,199 | $4,095+27.0% | $5,918-12.2% | $2,471+110.4% |
| Participant deferral / active EE | $7,936 | $5,956+33.2% | $7,714+2.9% | $3,740+112.2% |
| Admin fee / account holder | $3,259 | $7,243-55.0% | $12,427-73.8% | $5,306-38.6% |