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 | $151,164 | $81,947+84.5% | $105,387+43.4% | $72,985+107.1% |
| Participation rate | 98.8% | 76.5%+22.3pp | 82.6%+16.3pp | 69.5%+29.3pp |
| Annual return | 24.39% | 42.90%-18.5pp | 26.82%-2.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,453 | $3,468-29.3% | $4,213-41.8% | $2,440+0.5% |
| Participant deferral / active EE | $6,892 | $4,494+53.4% | $5,502+25.3% | $3,607+91.1% |
| Admin fee / account holder | $4,167 | $6,258-33.4% | $6,559-36.5% | $5,124-18.7% |