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 | $240,780 | $154,228+56.1% | $145,433+65.6% | $137,256+75.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 12.72% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,064 | $4,804-57.0% | $4,554-54.7% | $4,156-50.3% |
| Participant deferral / active EE | $12,142 | $8,216+47.8% | $7,897+53.7% | $6,407+89.5% |
| Admin fee / account holder | $1,920 | $14,344-86.6% | $13,129-85.4% | $12,270-84.4% |