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 | $235,122 | $132,049+78.1% | $200,582+17.2% | $74,304+216.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 86.9%+2.0pp | 60.3%+28.5pp |
| Annual return | 19.00% | 22.22%-3.2pp | 42.33%-23.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $4,733 | $4,558+3.8% | $6,419-26.3% | $2,241+111.2% |
| Participant deferral / active EE | $13,939 | $7,213+93.3% | $9,331+49.4% | $3,767+270.0% |
| Admin fee / account holder | $2,969 | $2,405+23.5% | $16,305-81.8% | $2,9690% |