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 | $167,051 | $93,571+78.5% | $135,903+22.9% | $75,163+122.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 21.82% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,522 | $3,537-0.4% | $4,856-27.5% | $2,670+31.9% |
| Participant deferral / active EE | $4,012 | $6,404-37.4% | $7,758-48.3% | $4,125-2.7% |
| Admin fee / account holder | $8,191 | $6,975+17.4% | $10,762-23.9% | $5,651+44.9% |