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 | $246,066 | $138,385+77.8% | $184,200+33.6% | $80,874+204.3% |
| Participation rate | 89.6% | 83.9%+5.7pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 20.66% | 20.02%+0.6pp | 28.80%-8.1pp | 35.62%-15.0pp |
| Employer contribution / active EE | $2,165 | $4,849-55.4% | $6,424-66.3% | $2,756-21.4% |
| Participant deferral / active EE | $14,717 | $7,073+108.1% | $9,132+61.2% | $4,297+242.5% |
| Admin fee / account holder | $2,572 | $10,483-75.5% | $13,907-81.5% | $6,935-62.9% |