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 | $150,020 | $238,490-37.1% | $180,183-16.7% | $142,382+5.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 16.31% | 33.56%-17.2pp | 27.86%-11.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,099 | $6,143+31.9% | $5,039+60.7% | $4,299+88.4% |
| Participant deferral / active EE | $11,341 | $7,996+41.8% | $6,822+66.2% | $6,507+74.3% |
| Admin fee / account holder | $3,522 | $28,866-87.8% | $19,975-82.4% | $12,624-72.1% |