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 | $146,236 | $95,453+53.2% | $112,040+30.5% | $82,448+77.4% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 15.79% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,948 | $2,318+113.5% | $2,954+67.5% | $2,551+94.0% |
| Participant deferral / active EE | $3,660 | $4,224-13.4% | $5,098-28.2% | $4,139-11.6% |
| Admin fee / account holder | $2,811 | $9,013-68.8% | $12,098-76.8% | $7,234-61.1% |