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 | $152,825 | $95,803+59.5% | $113,168+35.0% | $84,808+80.2% |
| Participation rate | 72.2% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+3.9pp |
| Annual return | 18.61% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,086 | $2,360-54.0% | $2,975-63.5% | $2,631-58.7% |
| Participant deferral / active EE | $6,098 | $4,242+43.7% | $5,107+19.4% | $4,212+44.8% |
| Admin fee / account holder | $2,794 | $8,989-68.9% | $12,068-76.8% | $7,344-62.0% |