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 | $188,430 | $109,881+71.5% | $150,045+25.6% | $84,808+122.2% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 16.48% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,707 | $3,561+4.1% | $4,693-21.0% | $2,631+40.9% |
| Participant deferral / active EE | $11,922 | $6,636+79.7% | $7,997+49.1% | $4,212+183.1% |
| Admin fee / account holder | $3,775 | $8,568-55.9% | $13,435-71.9% | $7,344-48.6% |