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 | $155,492 | $78,422+98.3% | $95,952+62.1% | $79,858+94.7% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 24.52% | 19.37%+5.2pp | 91.61%-67.1pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,784 | $1,945-8.3% | $2,541-29.8% | $2,471-27.8% |
| Participant deferral / active EE | $3,143 | $3,440-8.6% | $4,167-24.6% | $3,740-16.0% |
| Admin fee / account holder | $5,307 | $5,622-5.6% | $6,795-21.9% | $5,3060% |