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 | $162,130 | $72,277+124.3% | $101,248+60.1% | $79,858+103.0% |
| Participation rate | 78.0% | 68.5%+9.5pp | 75.8%+2.2pp | 69.6%+8.3pp |
| Annual return | 17.13% | 22.30%-5.2pp | 46.47%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,072 | $2,692+14.1% | $3,660-16.1% | $2,471+24.3% |
| Participant deferral / active EE | $5,216 | $3,282+58.9% | $4,370+19.3% | $3,740+39.5% |
| Admin fee / account holder | $3,782 | $4,400-14.0% | $5,945-36.4% | $5,306-28.7% |