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 | $249,391 | $148,978+67.4% | $200,582+24.3% | $84,808+194.1% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 15.90% | 28.16%-12.3pp | 42.33%-26.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,646 | $4,815-45.1% | $6,419-58.8% | $2,631+0.6% |
| Participant deferral / active EE | $4,852 | $7,142-32.1% | $9,331-48.0% | $4,212+15.2% |
| Admin fee / account holder | $2,304 | $13,977-83.5% | $16,305-85.9% | $7,344-68.6% |