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 | $143,226 | $76,552+87.1% | $123,892+15.6% | $62,891+127.7% |
| Participation rate | 79.2% | 73.0%+6.3pp | 81.4%-2.2pp | 69.3%+9.9pp |
| Annual return | 7.19% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,353 | $2,883-18.4% | $4,617-49.0% | $2,281+3.2% |
| Participant deferral / active EE | $8,178 | $4,840+69.0% | $5,984+36.7% | $3,203+155.3% |
| Admin fee / account holder | $1,150 | $4,826-76.2% | $8,357-86.2% | $4,296-73.2% |