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 | $182,499 | $138,385+31.9% | $184,200-0.9% | $80,874+125.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 12.16% | 20.02%-7.9pp | 28.80%-16.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $4,747 | $4,849-2.1% | $6,424-26.1% | $2,756+72.2% |
| Participant deferral / active EE | $8,883 | $7,073+25.6% | $9,132-2.7% | $4,297+106.7% |
| Admin fee / account holder | $16,857 | $10,483+60.8% | $13,907+21.2% | $6,935+143.1% |