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 | $113,418 | $73,933+53.4% | $96,683+17.3% | $75,163+50.9% |
| Participation rate | 78.8% | 66.4%+12.4pp | 74.3%+4.4pp | 67.2%+11.6pp |
| Annual return | 14.24% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,198 | $2,928-24.9% | $3,737-41.2% | $2,670-17.7% |
| Participant deferral / active EE | $5,552 | $3,659+51.8% | $4,878+13.8% | $4,125+34.6% |
| Admin fee / account holder | $15,263 | $5,216+192.6% | $6,730+126.8% | $5,651+170.1% |