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 | $182,754 | $109,881+66.3% | $150,045+21.8% | $84,808+115.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 16.90% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,998 | $3,561-43.9% | $4,693-57.4% | $2,631-24.1% |
| Participant deferral / active EE | $7,015 | $6,636+5.7% | $7,997-12.3% | $4,212+66.6% |
| Admin fee / account holder | $3,491 | $8,568-59.3% | $13,435-74.0% | $7,344-52.5% |