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 | $147,944 | $72,492+104.1% | $87,100+69.9% | $72,985+102.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 21.99% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,780 | $1,894+99.6% | $2,521+49.9% | $2,440+54.9% |
| Participant deferral / active EE | $9,782 | $3,270+199.2% | $4,049+141.6% | $3,607+171.2% |
| Admin fee / account holder | $17,748 | $5,055+251.1% | $7,497+136.7% | $5,124+246.3% |