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 | $218,927 | $124,425+76.0% | $112,040+95.4% | $137,256+59.5% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 19.49% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,143 | $3,411+21.4% | $2,954+40.3% | $4,156-0.3% |
| Participant deferral / active EE | $14,106 | $5,718+146.7% | $5,098+176.7% | $6,407+120.2% |
| Admin fee / account holder | $48,806 | $15,207+221.0% | $12,098+303.4% | $12,270+297.8% |