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 | $247,178 | $139,421+77.3% | $239,577+3.2% | $116,462+112.2% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.1%+5.9pp | 74.7%+13.3pp |
| Annual return | 20.56% | 15.58%+5.0pp | -0.70%+21.3pp | 15.65%+4.9pp |
| Employer contribution / active EE | $2,525 | $4,487-43.7% | $7,232-65.1% | $3,231-21.9% |
| Participant deferral / active EE | $6,042 | $4,296+40.6% | $5,676+6.4% | $3,836+57.5% |
| Admin fee / account holder | $4,402 | $21,515-79.5% | $19,315-77.2% | $12,754-65.5% |