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 | $159,899 | $72,492+120.6% | $87,100+83.6% | $72,985+119.1% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 26.81% | 24.46%+2.4pp | 28.19%-1.4pp | 81.00%-54.2pp |
| Employer contribution / active EE | $3,693 | $1,894+95.0% | $2,521+46.5% | $2,440+51.4% |
| Participant deferral / active EE | $6,238 | $3,270+90.8% | $4,049+54.1% | $3,607+72.9% |
| Admin fee / account holder | $5,679 | $5,055+12.3% | $7,497-24.3% | $5,124+10.8% |