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 | $109,881+56.6% | $150,045+14.7% | $84,808+102.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,442 | $3,561-3.3% | $4,693-26.7% | $2,631+30.8% |
| Participant deferral / active EE | $10,376 | $6,636+56.4% | $7,997+29.8% | $4,212+146.4% |
| Admin fee / account holder | $2,843 | $8,568-66.8% | $13,435-78.8% | $7,344-61.3% |