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 | $205,586 | $148,978+38.0% | $200,582+2.5% | $84,808+142.4% |
| Participation rate | 95.8% | 84.2%+11.6pp | 86.9%+8.9pp | 68.3%+27.5pp |
| Annual return | 27.33% | 28.16%-0.8pp | 42.33%-15.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $4,604 | $4,815-4.4% | $6,419-28.3% | $2,631+75.0% |
| Participant deferral / active EE | $10,037 | $7,142+40.5% | $9,331+7.6% | $4,212+138.3% |
| Admin fee / account holder | $21,743 | $13,977+55.6% | $16,305+33.4% | $7,344+196.1% |