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 | $248,621 | $192,717+29.0% | $142,449+74.5% | $139,434+78.3% |
| Participation rate | 70.0% | 81.5%-11.5pp | 76.8%-6.8pp | 80.3%-10.3pp |
| Annual return | 18.13% | 17.99%+0.1pp | 19.99%-1.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,659 | $5,806+31.9% | $4,847+58.0% | $4,751+61.2% |
| Participant deferral / active EE | $9,975 | $7,208+38.4% | $6,283+58.8% | $6,710+48.7% |
| Admin fee / account holder | $11,409 | $15,124-24.6% | $10,011+14.0% | $11,403+0.1% |