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 | $246,471 | $132,239+86.4% | $105,722+133.1% | $273,961-10.0% |
| Participation rate | 82.4% | 83.2%-0.8pp | 78.9%+3.4pp | 83.0%-0.7pp |
| Annual return | 9.54% | 10.07%-0.5pp | 12.25%-2.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,862 | $4,867+41.0% | $4,079+68.2% | $4,869+40.9% |
| Participant deferral / active EE | $11,849 | $6,233+90.1% | $5,326+122.5% | $5,287+124.1% |
| Admin fee / account holder | $19,721 | $12,032+63.9% | $8,308+137.4% | $10,132+94.6% |