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 | $162,324 | $72,277+124.6% | $101,248+60.3% | $79,858+103.3% |
| Participation rate | 89.4% | 68.5%+20.9pp | 75.8%+13.6pp | 69.6%+19.7pp |
| Annual return | 14.78% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,149 | $2,692+17.0% | $3,660-13.9% | $2,471+27.5% |
| Participant deferral / active EE | $5,322 | $3,282+62.2% | $4,370+21.8% | $3,740+42.3% |
| Admin fee / account holder | $963 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |