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 | $159,853 | $77,813+105.4% | $123,544+29.4% | $64,186+149.0% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | -5.30% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,895 | $3,014-3.9% | $4,628-37.4% | $2,381+21.6% |
| Participant deferral / active EE | $5,661 | $5,240+8.0% | $6,426-11.9% | $3,470+63.2% |
| Admin fee / account holder | $3,817 | $5,519-30.8% | $9,284-58.9% | $4,888-21.9% |