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 | $157,724 | $90,503+74.3% | $78,689+100.4% | $273,961-42.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 10.98% | 75.60%-64.6pp | 62.18%-51.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,588 | $3,176-18.5% | $2,851-9.2% | $4,869-46.8% |
| Participant deferral / active EE | $7,797 | $3,901+99.8% | $3,517+121.7% | $5,287+47.5% |
| Admin fee / account holder | $836 | $5,263-84.1% | $4,510-81.5% | $10,132-91.7% |