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 | $245,379 | $238,490+2.9% | $180,183+36.2% | $142,382+72.3% |
| Participation rate | 91.7% | 82.3%+9.4pp | 77.4%+14.2pp | 80.1%+11.5pp |
| Annual return | 17.42% | 33.56%-16.1pp | 27.86%-10.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,423 | $6,143-44.3% | $5,039-32.1% | $4,299-20.4% |
| Participant deferral / active EE | $13,180 | $7,996+64.8% | $6,822+93.2% | $6,507+102.5% |
| Admin fee / account holder | $5,013 | $28,866-82.6% | $19,975-74.9% | $12,624-60.3% |