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 | $164,900 | $86,929+89.7% | $102,423+61.0% | $80,856+103.9% |
| Participation rate | 84.3% | 72.4%+11.9pp | 76.5%+7.8pp | 67.6%+16.7pp |
| Annual return | 14.89% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,708 | $2,369+225.3% | $3,023+154.9% | $2,755+179.8% |
| Participant deferral / active EE | $5,112 | $4,118+24.1% | $5,053+1.2% | $4,296+19.0% |
| Admin fee / account holder | $487 | $8,049-94.0% | $9,451-94.8% | $6,918-93.0% |