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 | $144,247 | $80,968+78.2% | $96,544+49.4% | $75,163+91.9% |
| Participation rate | 95.8% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.6pp |
| Annual return | 15.34% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,832 | $2,282+24.1% | $2,965-4.5% | $2,670+6.1% |
| Participant deferral / active EE | $7,312 | $3,928+86.1% | $4,851+50.7% | $4,125+77.3% |
| Admin fee / account holder | $7,854 | $6,724+16.8% | $8,252-4.8% | $5,651+39.0% |