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 | $213,595 | $103,966+105.4% | $112,887+89.2% | $75,163+184.2% |
| Participation rate | 90.4% | 75.7%+14.7pp | 80.5%+9.9pp | 67.2%+23.2pp |
| Annual return | 18.48% | 24.54%-6.1pp | 34.10%-15.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $4,819 | $3,870+24.5% | $4,563+5.6% | $2,670+80.5% |
| Participant deferral / active EE | $7,451 | $5,456+36.6% | $6,513+14.4% | $4,125+80.6% |
| Admin fee / account holder | $7,054 | $7,663-8.0% | $7,047+0.1% | $5,651+24.8% |