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 | $183,126 | $94,625+93.5% | $116,228+57.6% | $84,808+115.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 17.23% | 20.40%-3.2pp | 90.06%-72.8pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,280 | $2,347+39.8% | $2,994+9.5% | $2,631+24.7% |
| Participant deferral / active EE | $5,449 | $3,972+37.2% | $4,953+10.0% | $4,212+29.4% |
| Admin fee / account holder | $5,309 | $10,091-47.4% | $11,989-55.7% | $7,344-27.7% |