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 | $209,908 | $138,385+51.7% | $184,200+14.0% | $80,874+159.5% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.6%+26.6pp |
| Annual return | 29.87% | 20.02%+9.9pp | 28.80%+1.1pp | 35.62%-5.7pp |
| Employer contribution / active EE | $8,378 | $4,849+72.8% | $6,424+30.4% | $2,756+204.0% |
| Participant deferral / active EE | $19,026 | $7,073+169.0% | $9,132+108.3% | $4,297+342.8% |
| Admin fee / account holder | $6,967 | $10,483-33.5% | $13,907-49.9% | $6,935+0.5% |