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 | $141,262 | $101,724+38.9% | $164,813-14.3% | $80,856+74.7% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 11.66% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,018 | $2,953+36.1% | $4,341-7.4% | $2,755+45.9% |
| Participant deferral / active EE | $5,448 | $4,477+21.7% | $6,031-9.7% | $4,296+26.8% |
| Admin fee / account holder | $12,294 | $8,227+49.4% | $12,690-3.1% | $6,918+77.7% |