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 | $246,056 | $70,475+249.1% | $100,516+144.8% | $79,858+208.1% |
| Participation rate | 85.7% | 73.7%+12.1pp | 79.4%+6.3pp | 69.6%+16.1pp |
| Annual return | 19.19% | 21.90%-2.7pp | 30.89%-11.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,066 | $2,165-4.5% | $3,418-39.5% | $2,471-16.4% |
| Participant deferral / active EE | $5,599 | $5,181+8.1% | $6,270-10.7% | $3,740+49.7% |
| Admin fee / account holder | $8,998 | $4,478+100.9% | $8,081+11.4% | $5,306+69.6% |