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 | $219,855 | $109,881+100.1% | $150,045+46.5% | $84,808+159.2% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.5pp | 68.3%+12.5pp |
| Annual return | 16.07% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,802 | $3,561+6.8% | $4,693-19.0% | $2,631+44.5% |
| Participant deferral / active EE | $9,663 | $6,636+45.6% | $7,997+20.8% | $4,212+129.4% |
| Admin fee / account holder | $6,214 | $8,568-27.5% | $13,435-53.7% | $7,344-15.4% |