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 | $156,242 | $49,227+217.4% | $70,449+121.8% | $79,858+95.7% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 69.6%+5.4pp |
| Annual return | 10.14% | 30.06%-19.9pp | 109.03%-98.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,965 | $2,099-6.4% | $2,737-28.2% | $2,471-20.5% |
| Participant deferral / active EE | $4,884 | $2,768+76.5% | $3,709+31.7% | $3,740+30.6% |
| Admin fee / account holder | $3,456 | $2,878+20.1% | $3,845-10.1% | $5,306-34.9% |