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 | $167,382 | $85,006+96.9% | $76,190+119.7% | $145,922+14.7% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.3%+0.7pp | 80.3%-0.3pp |
| Annual return | 17.55% | 13.11%+4.4pp | 13.78%+3.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,469 | $5,265-15.1% | $4,578-2.4% | $4,660-4.1% |
| Participant deferral / active EE | $9,548 | $6,392+49.4% | $5,474+74.4% | $6,688+42.8% |
| Admin fee / account holder | $667 | $5,760-88.4% | $5,123-87.0% | $13,397-95.0% |