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 | $167,649 | $89,355+87.6% | $141,162+18.8% | $72,985+129.7% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.3pp | 69.5%+14.2pp |
| Annual return | 24.05% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,548 | $3,114+13.9% | $4,735-25.1% | $2,440+45.4% |
| Participant deferral / active EE | $5,493 | $5,418+1.4% | $6,709-18.1% | $3,607+52.3% |
| Admin fee / account holder | $6,041 | $5,958+1.4% | $10,261-41.1% | $5,124+17.9% |