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 | $183,046 | $95,803+91.1% | $113,168+61.7% | $84,808+115.8% |
| Participation rate | 75.7% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.4pp |
| Annual return | 15.26% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,151 | $2,360+33.5% | $2,975+5.9% | $2,631+19.8% |
| Participant deferral / active EE | $6,663 | $4,242+57.1% | $5,107+30.5% | $4,212+58.2% |
| Admin fee / account holder | $4,167 | $8,989-53.6% | $12,068-65.5% | $7,344-43.3% |