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 | $217,604 | $124,425+74.9% | $112,040+94.2% | $137,256+58.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 25.50% | 24.72%+0.8pp | 24.52%+1.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $3,430 | $3,411+0.6% | $2,954+16.1% | $4,156-17.5% |
| Participant deferral / active EE | $10,541 | $5,718+84.3% | $5,098+106.8% | $6,407+64.5% |
| Admin fee / account holder | $4,558 | $15,207-70.0% | $12,098-62.3% | $12,270-62.9% |