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 | $167,068 | $127,065+31.5% | $113,168+47.6% | $142,382+17.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 15.36% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,143 | $3,442+78.5% | $2,975+106.5% | $4,299+42.9% |
| Participant deferral / active EE | $7,132 | $5,716+24.8% | $5,107+39.7% | $6,507+9.6% |
| Admin fee / account holder | $21,838 | $15,736+38.8% | $12,068+81.0% | $12,624+73.0% |