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 | $213,961 | $109,413+95.6% | $156,263+36.9% | $84,808+152.3% |
| Participation rate | 95.7% | 72.7%+23.0pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 14.23% | 20.18%-6.0pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,609 | $2,907-10.3% | $4,333-39.8% | $2,631-0.8% |
| Participant deferral / active EE | $5,637 | $4,590+22.8% | $6,158-8.5% | $4,212+33.8% |
| Admin fee / account holder | $5,288 | $9,357-43.5% | $14,255-62.9% | $7,344-28.0% |