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 | $185,032 | $138,347+33.7% | $184,203+0.5% | $80,856+128.8% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.6%+30.0pp |
| Annual return | 18.86% | 20.02%-1.2pp | 28.81%-10.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,316 | $4,850-11.0% | $6,427-32.8% | $2,755+56.7% |
| Participant deferral / active EE | $10,829 | $7,071+53.1% | $9,131+18.6% | $4,296+152.1% |
| Admin fee / account holder | $2,340 | $10,483-77.7% | $13,901-83.2% | $6,918-66.2% |