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 | $152,670 | $105,126+45.2% | $94,646+61.3% | $139,434+9.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 15.20% | 38.03%-22.8pp | 156.71%-141.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $6,250 | $4,106+52.2% | $3,672+70.2% | $4,751+31.6% |
| Participant deferral / active EE | $9,085 | $7,599+19.6% | $7,418+22.5% | $6,710+35.4% |
| Admin fee / account holder | $4,277 | $8,984-52.4% | $7,231-40.8% | $11,403-62.5% |