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 | $175,290 | $109,881+59.5% | $150,045+16.8% | $84,808+106.7% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 15.77% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,297 | $3,561-63.6% | $4,693-72.4% | $2,631-50.7% |
| Participant deferral / active EE | $7,313 | $6,636+10.2% | $7,997-8.6% | $4,212+73.6% |
| Admin fee / account holder | $5,352 | $8,568-37.5% | $13,435-60.2% | $7,344-27.1% |