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 | $222,356 | $108,825+104.3% | $156,181+42.4% | $82,448+169.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 15.43% | 20.59%-5.2pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,691 | $2,870-6.2% | $4,294-37.3% | $2,551+5.5% |
| Participant deferral / active EE | $7,452 | $4,577+62.8% | $6,132+21.5% | $4,139+80.0% |
| Admin fee / account holder | $3,455 | $9,341-63.0% | $14,586-76.3% | $7,234-52.2% |