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 | $225,850 | $123,793+82.4% | $177,821+27.0% | $79,858+182.8% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 14.93% | 22.82%-7.9pp | 48.32%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,935 | $4,095-28.3% | $5,918-50.4% | $2,471+18.8% |
| Participant deferral / active EE | $4,518 | $5,956-24.2% | $7,714-41.4% | $3,740+20.8% |
| Admin fee / account holder | $7,347 | $7,243+1.4% | $12,427-40.9% | $5,306+38.5% |