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 | $205,189 | $138,347+48.3% | $184,203+11.4% | $80,856+153.8% |
| Participation rate | 76.9% | 83.9%-6.9pp | 86.8%-9.9pp | 67.6%+9.3pp |
| Annual return | 16.68% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,241 | $4,850+8.1% | $6,427-18.5% | $2,755+90.3% |
| Participant deferral / active EE | $12,829 | $7,071+81.4% | $9,131+40.5% | $4,296+198.6% |
| Admin fee / account holder | $827 | $10,483-92.1% | $13,901-94.0% | $6,918-88.0% |