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 | $157,349 | $86,929+81.0% | $102,423+53.6% | $80,856+94.6% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.5pp |
| Annual return | 15.23% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $6,079 | $2,369+156.6% | $3,023+101.1% | $2,755+120.7% |
| Participant deferral / active EE | $2,739 | $4,118-33.5% | $5,053-45.8% | $4,296-36.2% |
| Admin fee / account holder | $10,240 | $8,049+27.2% | $9,451+8.4% | $6,918+48.0% |