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 | $148,650 | $72,277+105.7% | $101,248+46.8% | $79,858+86.1% |
| Participation rate | 73.5% | 68.5%+5.1pp | 75.8%-2.3pp | 69.6%+3.9pp |
| Annual return | 21.50% | 22.30%-0.8pp | 46.47%-25.0pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,824 | $2,692-32.2% | $3,660-50.2% | $2,471-26.2% |
| Participant deferral / active EE | $6,607 | $3,282+101.3% | $4,370+51.2% | $3,740+76.7% |
| Admin fee / account holder | $5,671 | $4,400+28.9% | $5,945-4.6% | $5,306+6.9% |