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 | $212,290 | $80,673+163.1% | $101,326+109.5% | $84,808+150.3% |
| Participation rate | 83.6% | 77.8%+5.9pp | 81.5%+2.1pp | 68.3%+15.3pp |
| Annual return | 15.87% | 38.95%-23.1pp | 36.82%-21.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $623 | $2,698-76.9% | $3,665-83.0% | $2,631-76.3% |
| Participant deferral / active EE | $7,358 | $6,840+7.6% | $7,994-8.0% | $4,212+74.7% |
| Admin fee / account holder | $1,212 | $12,784-90.5% | $11,185-89.2% | $7,344-83.5% |