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 | $157,237 | $72,277+117.5% | $101,248+55.3% | $79,858+96.9% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 13.78% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,457 | $2,692+102.7% | $3,660+49.1% | $2,471+120.8% |
| Participant deferral / active EE | $4,368 | $3,282+33.1% | $4,3700% | $3,740+16.8% |
| Admin fee / account holder | $8,746 | $4,400+98.8% | $5,945+47.1% | $5,306+64.8% |