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 | $140,176 | $81,947+71.1% | $105,387+33.0% | $72,985+92.1% |
| Participation rate | 98.4% | 76.5%+21.8pp | 82.6%+15.8pp | 69.5%+28.9pp |
| Annual return | 17.38% | 42.90%-25.5pp | 26.82%-9.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,851 | $3,468-17.8% | $4,213-32.3% | $2,440+16.9% |
| Participant deferral / active EE | $3,856 | $4,494-14.2% | $5,502-29.9% | $3,607+6.9% |
| Admin fee / account holder | $6,418 | $6,258+2.6% | $6,559-2.1% | $5,124+25.2% |