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 | $153,030 | $80,717+89.6% | $154,803-1.1% | $84,808+80.4% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 14.30% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,935 | $2,761+151.1% | $4,305+61.1% | $2,631+163.6% |
| Participant deferral / active EE | $3,217 | $3,303-2.6% | $5,540-41.9% | $4,212-23.6% |
| Admin fee / account holder | $19,883 | $6,746+194.8% | $14,329+38.8% | $7,344+170.8% |