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 | $149,108 | $106,515+40.0% | $96,683+54.2% | $139,434+6.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.82% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $6,112 | $4,103+49.0% | $3,737+63.6% | $4,751+28.6% |
| Participant deferral / active EE | $13,591 | $5,454+149.2% | $4,878+178.6% | $6,710+102.5% |
| Admin fee / account holder | $15,316 | $7,877+94.4% | $6,730+127.6% | $11,403+34.3% |