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 | $248,033 | $138,347+79.3% | $184,203+34.7% | $80,856+206.8% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 13.86% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,376 | $4,850+10.8% | $6,427-16.4% | $2,755+95.1% |
| Participant deferral / active EE | $3,581 | $7,071-49.4% | $9,131-60.8% | $4,296-16.6% |
| Admin fee / account holder | $11,910 | $10,483+13.6% | $13,901-14.3% | $6,918+72.2% |