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 | $154,328 | $63,764+142.0% | $81,930+88.4% | $79,858+93.3% |
| Participation rate | 80.4% | 67.5%+12.9pp | 72.0%+8.4pp | 69.6%+10.8pp |
| Annual return | 22.97% | 22.66%+0.3pp | 29.49%-6.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,258 | $1,795+81.5% | $4,310-24.4% | $2,471+31.8% |
| Participant deferral / active EE | $6,403 | $2,780+130.3% | $7,107-9.9% | $3,740+71.2% |
| Admin fee / account holder | $2,972 | $4,426-32.9% | $5,158-42.4% | $5,306-44.0% |