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 | $220,358 | $114,237+92.9% | $119,258+84.8% | $167,490+31.6% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 20.70% | 29.87%-9.2pp | 30.69%-10.0pp | 478.56%-457.9pp |
| Employer contribution / active EE | $4,264 | $4,481-4.8% | $4,384-2.7% | $4,837-11.8% |
| Participant deferral / active EE | $13,792 | $6,084+126.7% | $6,111+125.7% | $6,341+117.5% |
| Admin fee / account holder | $1,184 | $8,932-86.7% | $7,226-83.6% | $12,309-90.4% |