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 | $155,503 | $78,422+98.3% | $95,952+62.1% | $79,858+94.7% |
| Participation rate | 78.3% | 73.5%+4.8pp | 77.1%+1.2pp | 69.6%+8.6pp |
| Annual return | 14.86% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,713 | $1,945-11.9% | $2,541-32.6% | $2,471-30.7% |
| Participant deferral / active EE | $3,851 | $3,440+11.9% | $4,167-7.6% | $3,740+3.0% |
| Admin fee / account holder | $6,912 | $5,622+22.9% | $6,795+1.7% | $5,306+30.3% |