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 | $151,175 | $81,460+85.6% | $103,333+46.3% | $80,856+87.0% |
| Participation rate | 72.9% | 66.8%+6.0pp | 74.5%-1.7pp | 67.6%+5.2pp |
| Annual return | 26.75% | 25.55%+1.2pp | 24.88%+1.9pp | 35.59%-8.8pp |
| Employer contribution / active EE | $20,987 | $3,105+575.9% | $3,868+442.6% | $2,755+661.8% |
| Participant deferral / active EE | $3,332 | $3,869-13.9% | $5,057-34.1% | $4,296-22.4% |
| Admin fee / account holder | $19,298 | $6,566+193.9% | $8,355+131.0% | $6,918+179.0% |