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 | $209,056 | $106,749+95.8% | $145,433+43.7% | $82,448+153.6% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,560 | $3,444+3.4% | $4,554-21.8% | $2,551+39.6% |
| Participant deferral / active EE | $7,275 | $6,519+11.6% | $7,897-7.9% | $4,139+75.8% |
| Admin fee / account holder | $29,491 | $8,390+251.5% | $13,129+124.6% | $7,234+307.7% |