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 | $212,611 | $148,978+42.7% | $200,582+6.0% | $84,808+150.7% |
| Participation rate | 88.4% | 84.2%+4.1pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 18.48% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,505 | $4,815-6.4% | $6,419-29.8% | $2,631+71.2% |
| Participant deferral / active EE | $11,087 | $7,142+55.2% | $9,331+18.8% | $4,212+163.3% |
| Admin fee / account holder | $8,025 | $13,977-42.6% | $16,305-50.8% | $7,344+9.3% |