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 | $229,430 | $109,413+109.7% | $156,263+46.8% | $84,808+170.5% |
| Participation rate | 76.9% | 72.7%+4.2pp | 78.9%-2.0pp | 68.3%+8.6pp |
| Annual return | 14.44% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,410 | $2,907+51.7% | $4,333+1.8% | $2,631+67.6% |
| Participant deferral / active EE | $4,440 | $4,590-3.3% | $6,158-27.9% | $4,212+5.4% |
| Admin fee / account holder | $31,299 | $9,357+234.5% | $14,255+119.6% | $7,344+326.2% |