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 | $162,327 | $95,453+70.1% | $112,040+44.9% | $82,448+96.9% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 14.02% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,230 | $2,318+82.5% | $2,954+43.2% | $2,551+65.8% |
| Participant deferral / active EE | $8,742 | $4,224+107.0% | $5,098+71.5% | $4,139+111.2% |
| Admin fee / account holder | $7,373 | $9,013-18.2% | $12,098-39.1% | $7,234+1.9% |