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 | $158,984 | $86,929+82.9% | $102,423+55.2% | $80,856+96.6% |
| Participation rate | 93.5% | 72.4%+21.1pp | 76.5%+17.0pp | 67.6%+25.8pp |
| Annual return | 14.96% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,307 | $2,369-2.6% | $3,023-23.7% | $2,755-16.2% |
| Participant deferral / active EE | $4,911 | $4,118+19.2% | $5,053-2.8% | $4,296+14.3% |
| Admin fee / account holder | $13,786 | $8,049+71.3% | $9,451+45.9% | $6,918+99.3% |