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 | $155,790 | $83,477+86.6% | $125,175+24.5% | $72,985+113.5% |
| Participation rate | 94.5% | 73.3%+21.2pp | 79.8%+14.8pp | 69.5%+25.1pp |
| Annual return | 29.90% | 25.78%+4.1pp | 43.79%-13.9pp | 81.00%-51.1pp |
| Employer contribution / active EE | $5,026 | $2,345+114.3% | $3,865+30.0% | $2,440+106.0% |
| Participant deferral / active EE | $4,365 | $3,585+21.8% | $4,937-11.6% | $3,607+21.0% |
| Admin fee / account holder | $2,351 | $5,517-57.4% | $9,702-75.8% | $5,124-54.1% |