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 | $238,489 | $176,812+34.9% | $146,665+62.6% | $167,490+42.4% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 22.62% | 24.03%-1.4pp | 22.74%-0.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $4,905 | $5,160-4.9% | $4,136+18.6% | $4,837+1.4% |
| Participant deferral / active EE | $15,600 | $6,440+142.2% | $5,506+183.3% | $6,341+146.0% |
| Admin fee / account holder | $1,674 | $13,259-87.4% | $10,280-83.7% | $12,309-86.4% |