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 | $161,445 | $93,571+72.5% | $135,903+18.8% | $75,163+114.8% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.8pp | 67.2%+20.5pp |
| Annual return | 18.23% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,615 | $3,537-26.1% | $4,856-46.1% | $2,670-2.0% |
| Participant deferral / active EE | $11,155 | $6,404+74.2% | $7,758+43.8% | $4,125+170.4% |
| Admin fee / account holder | $5,319 | $6,975-23.7% | $10,762-50.6% | $5,651-5.9% |