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 | $185,599 | $108,825+70.5% | $156,181+18.8% | $82,448+125.1% |
| Participation rate | 73.1% | 72.4%+0.7pp | 78.8%-5.8pp | 68.1%+5.0pp |
| Annual return | 24.21% | 20.59%+3.6pp | 64.87%-40.7pp | 41.64%-17.4pp |
| Employer contribution / active EE | $3,545 | $2,870+23.5% | $4,294-17.4% | $2,551+39.0% |
| Participant deferral / active EE | $8,324 | $4,577+81.8% | $6,132+35.7% | $4,139+101.1% |
| Admin fee / account holder | $2,029 | $9,341-78.3% | $14,586-86.1% | $7,234-72.0% |