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 | $141,469 | $91,552+54.5% | $133,956+5.6% | $79,858+77.2% |
| Participation rate | 78.5% | 73.3%+5.1pp | 79.8%-1.4pp | 69.6%+8.8pp |
| Annual return | 12.69% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,333 | $2,384-2.1% | $3,919-40.5% | $2,471-5.6% |
| Participant deferral / active EE | $6,589 | $3,733+76.5% | $5,048+30.5% | $3,740+76.2% |
| Admin fee / account holder | $3,302 | $6,321-47.8% | $8,927-63.0% | $5,306-37.8% |