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 | $210,121 | $153,772+36.6% | $133,980+56.8% | $273,961-23.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 12.60% | 36.51%-23.9pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $3,008 | $6,029-50.1% | $5,211-42.3% | $4,869-38.2% |
| Participant deferral / active EE | $10,684 | $6,958+53.5% | $6,282+70.1% | $5,287+102.1% |
| Admin fee / account holder | $1,672 | $11,765-85.8% | $9,324-82.1% | $10,132-83.5% |