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 | $183,602 | $109,881+67.1% | $150,045+22.4% | $84,808+116.5% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.1pp | 68.3%+21.1pp |
| Annual return | 18.06% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,329 | $3,561+21.6% | $4,693-7.8% | $2,631+64.6% |
| Participant deferral / active EE | $11,311 | $6,636+70.5% | $7,997+41.4% | $4,212+168.6% |
| Admin fee / account holder | $6,997 | $8,568-18.3% | $13,435-47.9% | $7,344-4.7% |