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 | $219,989 | $146,267+50.4% | $197,124+11.6% | $82,448+166.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 16.24% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,612 | $4,723-23.5% | $6,227-42.0% | $2,551+41.6% |
| Participant deferral / active EE | $17,309 | $7,035+146.1% | $9,135+89.5% | $4,139+318.2% |
| Admin fee / account holder | $12,782 | $14,422-11.4% | $16,298-21.6% | $7,234+76.7% |