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 | $247,726 | $238,490+3.9% | $180,183+37.5% | $142,382+74.0% |
| Participation rate | 84.2% | 82.3%+1.9pp | 77.4%+6.8pp | 80.1%+4.1pp |
| Annual return | 13.50% | 33.56%-20.1pp | 27.86%-14.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,862 | $6,143+11.7% | $5,039+36.2% | $4,299+59.6% |
| Participant deferral / active EE | $11,608 | $7,996+45.2% | $6,822+70.1% | $6,507+78.4% |
| Admin fee / account holder | $25,054 | $28,866-13.2% | $19,975+25.4% | $12,624+98.5% |