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 | $188,132 | $106,584+76.5% | $101,326+85.7% | $142,382+32.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 14.81% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,007 | $3,956+102.4% | $3,665+118.5% | $4,299+86.2% |
| Participant deferral / active EE | $15,672 | $8,297+88.9% | $7,994+96.1% | $6,507+140.8% |
| Admin fee / account holder | $26,709 | $11,446+133.3% | $11,185+138.8% | $12,624+111.6% |