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 | $237,037 | $227,396+4.2% | $442,409-46.4% | $116,875+102.8% |
| Participation rate | 92.3% | 85.7%+6.6pp | 88.0%+4.3pp | 74.5%+17.8pp |
| Annual return | 15.65% | 16.35%-0.7pp | 90.53%-74.9pp | 16.29%-0.6pp |
| Employer contribution / active EE | $7,064 | $5,244+34.7% | $7,697-8.2% | $3,288+114.9% |
| Participant deferral / active EE | $8,821 | $7,352+20.0% | $7,555+16.8% | $3,885+127.1% |
| Admin fee / account holder | $65,611 | $16,310+302.3% | $51,603+27.1% | $12,263+435.0% |