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 | $153,014 | $91,019+68.1% | $392,568-61.0% | $72,985+109.7% |
| Participation rate | 80.8% | 74.4%+6.4pp | 78.1%+2.7pp | 69.5%+11.3pp |
| Annual return | 22.03% | 20.00%+2.0pp | 24.42%-2.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $983 | $2,751-64.3% | $3,783-74.0% | $2,440-59.7% |
| Participant deferral / active EE | $8,357 | $4,570+82.9% | $5,985+39.6% | $3,607+131.7% |
| Admin fee / account holder | $2,491 | $4,895-49.1% | $6,260-60.2% | $5,124-51.4% |