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 | $208,654 | $106,584+95.8% | $101,326+105.9% | $142,382+46.5% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 23.06% | 36.93%-13.9pp | 36.82%-13.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,937 | $3,956+24.8% | $3,665+34.7% | $4,299+14.8% |
| Participant deferral / active EE | $11,169 | $8,297+34.6% | $7,994+39.7% | $6,507+71.6% |
| Admin fee / account holder | $6,969 | $11,446-39.1% | $11,185-37.7% | $12,624-44.8% |