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 | $158,010 | $86,929+81.8% | $102,423+54.3% | $80,856+95.4% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 14.40% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,779 | $2,369+17.3% | $3,023-8.1% | $2,755+0.9% |
| Participant deferral / active EE | $5,177 | $4,118+25.7% | $5,053+2.4% | $4,296+20.5% |
| Admin fee / account holder | $15,861 | $8,049+97.1% | $9,451+67.8% | $6,918+129.3% |