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 | $106,749+72.0% | $145,433+26.2% | $82,448+122.7% |
| Participation rate | 89.4% | 75.6%+13.7pp | 82.1%+7.3pp | 68.1%+21.3pp |
| Annual return | 18.06% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $4,329 | $3,444+25.7% | $4,554-4.9% | $2,551+69.7% |
| Participant deferral / active EE | $11,311 | $6,519+73.5% | $7,897+43.2% | $4,139+173.3% |
| Admin fee / account holder | $6,997 | $8,390-16.6% | $13,129-46.7% | $7,234-3.3% |