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 | $165,568 | $93,571+76.9% | $135,903+21.8% | $75,163+120.3% |
| Participation rate | 88.7% | 75.2%+13.5pp | 81.9%+6.8pp | 67.2%+21.5pp |
| Annual return | 19.72% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $6,378 | $3,537+80.3% | $4,856+31.3% | $2,670+138.9% |
| Participant deferral / active EE | $6,696 | $6,404+4.6% | $7,758-13.7% | $4,125+62.3% |
| Admin fee / account holder | $827 | $6,975-88.1% | $10,762-92.3% | $5,651-85.4% |