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 | $152,617 | $76,552+99.4% | $123,892+23.2% | $62,891+142.7% |
| Participation rate | 89.4% | 73.0%+16.4pp | 81.4%+8.0pp | 69.3%+20.1pp |
| Annual return | 8.12% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,380 | $2,883+52.0% | $4,617-5.1% | $2,281+92.0% |
| Participant deferral / active EE | $5,849 | $4,840+20.9% | $5,984-2.3% | $3,203+82.6% |
| Admin fee / account holder | $5,493 | $4,826+13.8% | $8,357-34.3% | $4,296+27.9% |