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 | $151,014 | $63,355+138.4% | $91,989+64.2% | $72,985+106.9% |
| Participation rate | 88.5% | 72.5%+15.9pp | 78.6%+9.8pp | 69.5%+19.0pp |
| Annual return | 24.03% | 35.35%-11.3pp | 69.02%-45.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,817 | $2,116+33.2% | $3,452-18.4% | $2,440+15.5% |
| Participant deferral / active EE | $6,312 | $4,883+29.3% | $5,923+6.6% | $3,607+75.0% |
| Admin fee / account holder | $7,772 | $4,668+66.5% | $7,743+0.4% | $5,124+51.7% |