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 | $197,081 | $138,347+42.5% | $184,203+7.0% | $80,856+143.7% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 13.44% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $9,467 | $4,850+95.2% | $6,427+47.3% | $2,755+243.6% |
| Participant deferral / active EE | $11,746 | $7,071+66.1% | $9,131+28.6% | $4,296+173.4% |
| Admin fee / account holder | $20,428 | $10,483+94.9% | $13,901+47.0% | $6,918+195.3% |