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 | $244,021 | $146,267+66.8% | $197,124+23.8% | $82,448+196.0% |
| Participation rate | 81.5% | 84.0%-2.5pp | 86.7%-5.2pp | 68.1%+13.4pp |
| Annual return | 15.29% | 29.61%-14.3pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,575 | $4,723-3.1% | $6,227-26.5% | $2,551+79.3% |
| Participant deferral / active EE | $9,968 | $7,035+41.7% | $9,135+9.1% | $4,139+140.8% |
| Admin fee / account holder | $3,249 | $14,422-77.5% | $16,298-80.1% | $7,234-55.1% |