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 | $249,090 | $214,378+16.2% | $200,582+24.2% | $142,382+74.9% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 17.96% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $10,238 | $6,841+49.6% | $6,419+59.5% | $4,299+138.1% |
| Participant deferral / active EE | $23,188 | $9,865+135.1% | $9,331+148.5% | $6,507+256.3% |
| Admin fee / account holder | $1,230 | $17,692-93.0% | $16,305-92.5% | $12,624-90.3% |