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 | $154,150 | $80,968+90.4% | $96,544+59.7% | $75,163+105.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 30.64% | 27.06%+3.6pp | 25.84%+4.8pp | 160.62%-130.0pp |
| Employer contribution / active EE | $3,122 | $2,282+36.8% | $2,965+5.3% | $2,670+17.0% |
| Participant deferral / active EE | $3,195 | $3,928-18.7% | $4,851-34.1% | $4,125-22.5% |
| Admin fee / account holder | $5,046 | $6,724-25.0% | $8,252-38.9% | $5,651-10.7% |