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 | $216,336 | $124,281+74.1% | $109,143+98.2% | $167,490+29.2% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 18.86% | 26.04%-7.2pp | 25.75%-6.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $5,309 | $4,207+26.2% | $3,722+42.6% | $4,837+9.8% |
| Participant deferral / active EE | $12,307 | $5,255+134.2% | $4,653+164.5% | $6,341+94.1% |
| Admin fee / account holder | $5,235 | $7,970-34.3% | $6,752-22.5% | $12,309-57.5% |