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 | $146,430 | $86,929+68.4% | $102,423+43.0% | $80,856+81.1% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.4pp | 67.6%+25.2pp |
| Annual return | 39.68% | 18.88%+20.8pp | 29.32%+10.4pp | 35.59%+4.1pp |
| Employer contribution / active EE | $2,162 | $2,369-8.8% | $3,023-28.5% | $2,755-21.5% |
| Participant deferral / active EE | $7,261 | $4,118+76.3% | $5,053+43.7% | $4,296+69.0% |
| Admin fee / account holder | $700 | $8,049-91.3% | $9,451-92.6% | $6,918-89.9% |