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 | $157,553 | $89,355+76.3% | $141,162+11.6% | $72,985+115.9% |
| Participation rate | 76.3% | 75.1%+1.2pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | 20.28% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,107 | $3,114-0.2% | $4,735-34.4% | $2,440+27.3% |
| Participant deferral / active EE | $5,700 | $5,418+5.2% | $6,709-15.0% | $3,607+58.0% |
| Admin fee / account holder | $1,994 | $5,958-66.5% | $10,261-80.6% | $5,124-61.1% |