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 | $226,536 | $109,881+106.2% | $150,045+51.0% | $84,808+167.1% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,957 | $3,561+11.1% | $4,693-15.7% | $2,631+50.4% |
| Participant deferral / active EE | $6,124 | $6,636-7.7% | $7,997-23.4% | $4,212+45.4% |
| Admin fee / account holder | $854 | $8,568-90.0% | $13,435-93.6% | $7,344-88.4% |