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 7-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 | $206,312 | $154,228+33.8% | $145,433+41.9% | $137,256+50.3% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 18.23% | 74.59%-56.4pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,267 | $4,804-11.2% | $4,554-6.3% | $4,156+2.7% |
| Participant deferral / active EE | $6,693 | $8,216-18.5% | $7,897-15.2% | $6,407+4.5% |
| Admin fee / account holder | $6,652 | $14,344-53.6% | $13,129-49.3% | $12,270-45.8% |