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 | $146,615 | $76,552+91.5% | $123,892+18.3% | $62,891+133.1% |
| Participation rate | 87.7% | 73.0%+14.7pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 10.37% | 18.68%-8.3pp | 47.52%-37.1pp | 20.14%-9.8pp |
| Employer contribution / active EE | $7,213 | $2,883+150.2% | $4,617+56.2% | $2,281+216.2% |
| Participant deferral / active EE | $6,460 | $4,840+33.5% | $5,984+7.9% | $3,203+101.7% |
| Admin fee / account holder | $3,441 | $4,826-28.7% | $8,357-58.8% | $4,296-19.9% |