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 | $164,792 | $76,552+115.3% | $123,892+33.0% | $62,891+162.0% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,431 | $2,883+19.0% | $4,617-25.7% | $2,281+50.4% |
| Participant deferral / active EE | $5,286 | $4,840+9.2% | $5,984-11.7% | $3,203+65.0% |
| Admin fee / account holder | $27,765 | $4,826+475.4% | $8,357+232.2% | $4,296+546.4% |