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 | $172,087 | $106,749+61.2% | $145,433+18.3% | $82,448+108.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 16.89% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,442 | $3,444-0.1% | $4,554-24.4% | $2,551+34.9% |
| Participant deferral / active EE | $10,376 | $6,519+59.2% | $7,897+31.4% | $4,139+150.7% |
| Admin fee / account holder | $2,843 | $8,390-66.1% | $13,129-78.3% | $7,234-60.7% |