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 | $145,444 | $83,477+74.2% | $125,175+16.2% | $72,985+99.3% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 18.98% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $7,101 | $2,345+202.8% | $3,865+83.7% | $2,440+191.0% |
| Participant deferral / active EE | $5,493 | $3,585+53.2% | $4,937+11.3% | $3,607+52.3% |
| Admin fee / account holder | $3,568 | $5,517-35.3% | $9,702-63.2% | $5,124-30.4% |