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 | $159,507 | $87,841+81.6% | $133,980+19.1% | $62,891+153.6% |
| Participation rate | 97.6% | 83.4%+14.2pp | 87.1%+10.6pp | 69.3%+28.3pp |
| Annual return | 9.50% | 12.05%-2.6pp | 29.30%-19.8pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,219 | $3,483-7.6% | $5,211-38.2% | $2,281+41.1% |
| Participant deferral / active EE | $11,037 | $4,812+129.4% | $6,282+75.7% | $3,203+244.6% |
| Admin fee / account holder | $2,460 | $5,371-54.2% | $9,324-73.6% | $4,296-42.7% |