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 | $151,695 | $93,571+62.1% | $135,903+11.6% | $75,163+101.8% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 16.49% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,597 | $3,537-26.6% | $4,856-46.5% | $2,670-2.7% |
| Participant deferral / active EE | $11,261 | $6,404+75.8% | $7,758+45.2% | $4,125+173.0% |
| Admin fee / account holder | $10,381 | $6,975+48.8% | $10,762-3.5% | $5,651+83.7% |