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 | $214,218 | $127,065+68.6% | $113,168+89.3% | $142,382+50.5% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 14.00% | 24.03%-10.0pp | 24.27%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,490 | $3,442+1.4% | $2,975+17.3% | $4,299-18.8% |
| Participant deferral / active EE | $9,776 | $5,716+71.0% | $5,107+91.4% | $6,507+50.2% |
| Admin fee / account holder | $23,781 | $15,736+51.1% | $12,068+97.1% | $12,624+88.4% |