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 | $157,767 | $86,929+81.5% | $102,423+54.0% | $80,856+95.1% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.7pp |
| Annual return | 21.17% | 18.88%+2.3pp | 29.32%-8.2pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,542 | $2,369+7.3% | $3,023-15.9% | $2,755-7.7% |
| Participant deferral / active EE | $4,397 | $4,118+6.8% | $5,053-13.0% | $4,296+2.4% |
| Admin fee / account holder | $12,003 | $8,049+49.1% | $9,451+27.0% | $6,918+73.5% |