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 | $230,746 | $146,267+57.8% | $197,124+17.1% | $82,448+179.9% |
| Participation rate | 77.9% | 84.0%-6.1pp | 86.7%-8.8pp | 68.1%+9.9pp |
| Annual return | 17.79% | 29.61%-11.8pp | 44.34%-26.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $9,314 | $4,723+97.2% | $6,227+49.6% | $2,551+265.1% |
| Participant deferral / active EE | $21,198 | $7,035+201.3% | $9,135+132.1% | $4,139+412.1% |
| Admin fee / account holder | $14,398 | $14,422-0.2% | $16,298-11.7% | $7,234+99.0% |