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 | $156,035 | $58,828+165.2% | $77,999+100.0% | $62,891+148.1% |
| Participation rate | 95.2% | 71.1%+24.2pp | 75.5%+19.7pp | 69.3%+25.9pp |
| Annual return | 8.76% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,934 | $1,672+135.4% | $2,470+59.3% | $2,281+72.5% |
| Participant deferral / active EE | $1,540 | $2,686-42.6% | $3,497-56.0% | $3,203-51.9% |
| Admin fee / account holder | $4,376 | $4,393-0.4% | $5,480-20.2% | $4,296+1.9% |