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 | $158,640 | $93,571+69.5% | $135,903+16.7% | $75,163+111.1% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 24.75% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $8,091 | $3,537+128.8% | $4,856+66.6% | $2,670+203.1% |
| Participant deferral / active EE | $7,252 | $6,404+13.2% | $7,758-6.5% | $4,125+75.8% |
| Admin fee / account holder | $5,764 | $6,975-17.4% | $10,762-46.4% | $5,651+2.0% |