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 | $160,091 | $81,460+96.5% | $103,333+54.9% | $80,856+98.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 20.53% | 25.55%-5.0pp | 24.88%-4.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,262 | $3,105+5.0% | $3,868-15.7% | $2,755+18.4% |
| Participant deferral / active EE | $5,299 | $3,869+37.0% | $5,057+4.8% | $4,296+23.4% |
| Admin fee / account holder | $1,185 | $6,566-81.9% | $8,355-85.8% | $6,918-82.9% |