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 | $138,562+78.4% | $246,525+0.3% | $116,875+111.5% |
| Participation rate | 88.0% | 72.8%+15.2pp | 82.0%+6.0pp | 74.5%+13.5pp |
| Annual return | 20.56% | 16.14%+4.4pp | 0.46%+20.1pp | 16.29%+4.3pp |
| Employer contribution / active EE | $2,525 | $4,835-47.8% | $7,467-66.2% | $3,288-23.2% |
| Participant deferral / active EE | $6,042 | $4,207+43.6% | $5,422+11.4% | $3,885+55.5% |
| Admin fee / account holder | $4,402 | $18,110-75.7% | $16,551-73.4% | $12,263-64.1% |