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 | $143,448 | $109,359+31.2% | $162,163-11.5% | $72,985+96.5% |
| Participation rate | 78.1% | 84.3%-6.1pp | 87.6%-9.4pp | 69.5%+8.6pp |
| Annual return | 26.16% | 25.46%+0.7pp | 115.59%-89.4pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,390 | $3,907-38.8% | $5,614-57.4% | $2,440-2.0% |
| Participant deferral / active EE | $8,111 | $5,481+48.0% | $7,298+11.1% | $3,607+124.8% |
| Admin fee / account holder | $6,193 | $7,972-22.3% | $10,843-42.9% | $5,124+20.9% |