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 | $147,140 | $93,571+57.2% | $135,903+8.3% | $75,163+95.8% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.9pp | 67.2%+3.9pp |
| Annual return | 18.44% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,762 | $3,537-21.9% | $4,856-43.1% | $2,670+3.4% |
| Participant deferral / active EE | $7,310 | $6,404+14.1% | $7,758-5.8% | $4,125+77.2% |
| Admin fee / account holder | $747 | $6,975-89.3% | $10,762-93.1% | $5,651-86.8% |