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 | $242,091 | $114,381+111.7% | $107,525+125.1% | $142,382+70.0% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 14.92% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,306 | $4,015+7.3% | $3,754+14.7% | $4,299+0.2% |
| Participant deferral / active EE | $8,594 | $5,564+54.5% | $5,116+68.0% | $6,507+32.1% |
| Admin fee / account holder | $5,619 | $9,860-43.0% | $8,919-37.0% | $12,624-55.5% |