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 | $165,561 | $95,803+72.8% | $113,168+46.3% | $84,808+95.2% |
| Participation rate | 80.8% | 72.9%+7.9pp | 76.6%+4.2pp | 68.3%+12.5pp |
| Annual return | 17.20% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,645 | $2,360+96.8% | $2,975+56.1% | $2,631+76.6% |
| Participant deferral / active EE | $4,881 | $4,242+15.1% | $5,107-4.4% | $4,212+15.9% |
| Admin fee / account holder | $3,820 | $8,989-57.5% | $12,068-68.3% | $7,344-48.0% |