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 | $153,509 | $72,277+112.4% | $101,248+51.6% | $79,858+92.2% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 17.24% | 22.30%-5.1pp | 46.47%-29.2pp | 31.71%-14.5pp |
| Employer contribution / active EE | $7,650 | $2,692+184.2% | $3,660+109.1% | $2,471+209.6% |
| Participant deferral / active EE | $4,214 | $3,282+28.4% | $4,370-3.6% | $3,740+12.7% |
| Admin fee / account holder | $5,495 | $4,400+24.9% | $5,945-7.6% | $5,306+3.6% |