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 | $151,564 | $69,518+118.0% | $59,878+153.1% | $135,375+12.0% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.7%+21.0pp | 82.6%+13.0pp |
| Annual return | 13.05% | 7.94%+5.1pp | 3.46%+9.6pp | 519.73%-506.7pp |
| Employer contribution / active EE | $3,068 | $3,235-5.2% | $2,722+12.7% | $4,779-35.8% |
| Participant deferral / active EE | $4,584 | $4,206+9.0% | $3,402+34.7% | $5,609-18.3% |
| Admin fee / account holder | $16,355 | $5,734+185.2% | $3,590+355.5% | $10,827+51.1% |