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 | $152,212 | $77,899+95.4% | $149,673+1.7% | $75,163+102.5% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 14.50% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,798 | $3,137+52.9% | $4,818-0.4% | $2,670+79.7% |
| Participant deferral / active EE | $3,521 | $3,411+3.2% | $5,680-38.0% | $4,125-14.6% |
| Admin fee / account holder | $1,853 | $5,956-68.9% | $13,210-86.0% | $5,651-67.2% |