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 | $149,432 | $91,552+63.2% | $133,956+11.6% | $79,858+87.1% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 28.60% | 61.85%-33.2pp | 45.09%-16.5pp | 31.71%-3.1pp |
| Employer contribution / active EE | $2,067 | $2,384-13.3% | $3,919-47.3% | $2,471-16.3% |
| Participant deferral / active EE | $7,512 | $3,733+101.2% | $5,048+48.8% | $3,740+100.9% |
| Admin fee / account holder | $2,060 | $6,321-67.4% | $8,927-76.9% | $5,306-61.2% |