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 | $219,679 | $138,347+58.8% | $184,203+19.3% | $80,856+171.7% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 15.81% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,139 | $4,850-35.3% | $6,427-51.2% | $2,755+14.0% |
| Participant deferral / active EE | $10,726 | $7,071+51.7% | $9,131+17.5% | $4,296+149.7% |
| Admin fee / account holder | $14,206 | $10,483+35.5% | $13,901+2.2% | $6,918+105.4% |