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 | $199,539 | $138,347+44.2% | $184,203+8.3% | $80,856+146.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 23.04% | 20.02%+3.0pp | 28.81%-5.8pp | 35.59%-12.6pp |
| Employer contribution / active EE | $3,853 | $4,850-20.6% | $6,427-40.1% | $2,755+39.9% |
| Participant deferral / active EE | $10,044 | $7,071+42.0% | $9,131+10.0% | $4,296+133.8% |
| Admin fee / account holder | $4,637 | $10,483-55.8% | $13,901-66.6% | $6,918-33.0% |