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 | $152,142 | $94,625+60.8% | $116,228+30.9% | $84,808+79.4% |
| Participation rate | 91.2% | 70.4%+20.8pp | 74.6%+16.7pp | 68.3%+22.9pp |
| Annual return | 16.99% | 20.40%-3.4pp | 90.06%-73.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $6,852 | $2,347+192.0% | $2,994+128.8% | $2,631+160.4% |
| Participant deferral / active EE | $3,847 | $3,972-3.1% | $4,953-22.3% | $4,212-8.7% |
| Admin fee / account holder | $10,387 | $10,091+2.9% | $11,989-13.4% | $7,344+41.4% |