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 | $142,295 | $81,248+75.1% | $155,509-8.5% | $80,856+76.0% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 12.37% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,191 | $3,100+2.9% | $4,672-31.7% | $2,755+15.8% |
| Participant deferral / active EE | $4,918 | $3,452+42.5% | $5,626-12.6% | $4,296+14.5% |
| Admin fee / account holder | $3,307 | $7,997-58.6% | $15,912-79.2% | $6,918-52.2% |