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 | $158,105 | $81,460+94.1% | $103,333+53.0% | $80,856+95.5% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 23.28% | 25.55%-2.3pp | 24.88%-1.6pp | 35.59%-12.3pp |
| Employer contribution / active EE | $1,920 | $3,105-38.2% | $3,868-50.4% | $2,755-30.3% |
| Participant deferral / active EE | $5,641 | $3,869+45.8% | $5,057+11.5% | $4,296+31.3% |
| Admin fee / account holder | $930 | $6,566-85.8% | $8,355-88.9% | $6,918-86.6% |