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 | $206,655 | $123,793+66.9% | $177,821+16.2% | $79,858+158.8% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 13.82% | 22.82%-9.0pp | 48.32%-34.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,936 | $4,095+45.0% | $5,918+0.3% | $2,471+140.3% |
| Participant deferral / active EE | $11,827 | $5,956+98.6% | $7,714+53.3% | $3,740+216.2% |
| Admin fee / account holder | $739 | $7,243-89.8% | $12,427-94.0% | $5,306-86.1% |