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 | $167,453 | $89,355+87.4% | $141,162+18.6% | $72,985+129.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 26.14% | 111.85%-85.7pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,443 | $3,114-21.6% | $4,735-48.4% | $2,440+0.1% |
| Participant deferral / active EE | $8,199 | $5,418+51.3% | $6,709+22.2% | $3,607+127.3% |
| Admin fee / account holder | $5,756 | $5,958-3.4% | $10,261-43.9% | $5,124+12.3% |