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 | $242,762 | $123,793+96.1% | $177,821+36.5% | $79,858+204.0% |
| Participation rate | 96.3% | 84.7%+11.6pp | 87.7%+8.6pp | 69.6%+26.7pp |
| Annual return | 12.28% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,917 | $4,095-4.4% | $5,918-33.8% | $2,471+58.5% |
| Participant deferral / active EE | $6,974 | $5,956+17.1% | $7,714-9.6% | $3,740+86.5% |
| Admin fee / account holder | $10,962 | $7,243+51.4% | $12,427-11.8% | $5,306+106.6% |