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 | $165,423 | $89,355+85.1% | $141,162+17.2% | $72,985+126.7% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.3pp | 69.5%+8.6pp |
| Annual return | 22.04% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,182 | $3,114+2.2% | $4,735-32.8% | $2,440+30.4% |
| Participant deferral / active EE | $5,862 | $5,418+8.2% | $6,709-12.6% | $3,607+62.5% |
| Admin fee / account holder | $1,559 | $5,958-73.8% | $10,261-84.8% | $5,124-69.6% |