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 | $148,103 | $116,175+27.5% | $93,606+58.2% | $152,861-3.1% |
| Participation rate | 92.9% | 78.0%+14.8pp | 75.8%+17.0pp | 82.4%+10.4pp |
| Annual return | 22.69% | 35.96%-13.3pp | 32.76%-10.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,492 | $3,218-53.6% | $2,718-45.1% | $4,762-68.7% |
| Participant deferral / active EE | $5,720 | $4,603+24.3% | $4,069+40.6% | $5,850-2.2% |
| Admin fee / account holder | $5,938 | $10,748-44.7% | $7,888-24.7% | $11,596-48.8% |