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 | $200,698 | $125,758+59.6% | $169,993+18.1% | $75,163+167.0% |
| Participation rate | 94.6% | 83.6%+11.0pp | 87.0%+7.6pp | 67.2%+27.4pp |
| Annual return | 16.96% | 27.20%-10.2pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $4,383 | $4,615-5.0% | $6,785-35.4% | $2,670+64.2% |
| Participant deferral / active EE | $12,276 | $6,837+79.5% | $10,408+18.0% | $4,125+197.6% |
| Admin fee / account holder | $7,635 | $8,173-6.6% | $12,815-40.4% | $5,651+35.1% |