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 | $185,960 | $146,267+27.1% | $197,124-5.7% | $82,448+125.5% |
| Participation rate | 97.9% | 84.0%+13.9pp | 86.7%+11.2pp | 68.1%+29.8pp |
| Annual return | 18.69% | 29.61%-10.9pp | 44.34%-25.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,229 | $4,723-10.5% | $6,227-32.1% | $2,551+65.8% |
| Participant deferral / active EE | $14,003 | $7,035+99.1% | $9,135+53.3% | $4,139+238.3% |
| Admin fee / account holder | $1,057 | $14,422-92.7% | $16,298-93.5% | $7,234-85.4% |