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 | $247,183 | $109,881+125.0% | $150,045+64.7% | $84,808+191.5% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 24.17% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,732 | $3,561+4.8% | $4,693-20.5% | $2,631+41.8% |
| Participant deferral / active EE | $11,884 | $6,636+79.1% | $7,997+48.6% | $4,212+182.2% |
| Admin fee / account holder | $5,834 | $8,568-31.9% | $13,435-56.6% | $7,344-20.6% |