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 8-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 | $157,387 | $117,841+33.6% | $102,423+53.7% | $145,922+7.9% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 10.31% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,491 | $3,615-31.1% | $3,023-17.6% | $4,660-46.5% |
| Participant deferral / active EE | $5,079 | $5,731-11.4% | $5,053+0.5% | $6,688-24.1% |
| Admin fee / account holder | $13,199 | $13,326-0.9% | $9,451+39.7% | $13,397-1.5% |