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 | $224,647 | $72,492+209.9% | $87,100+157.9% | $72,985+207.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 21.14% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,612 | $1,894+90.7% | $2,521+43.2% | $2,440+48.0% |
| Participant deferral / active EE | $10,369 | $3,270+217.1% | $4,049+156.1% | $3,607+187.4% |
| Admin fee / account holder | $22,276 | $5,055+340.7% | $7,497+197.1% | $5,124+334.7% |