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 | $146,505 | $92,222+58.9% | $76,768+90.8% | $135,375+8.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 12.93% | 5.46%+7.5pp | 2.43%+10.5pp | 519.73%-506.8pp |
| Employer contribution / active EE | $1,950 | $3,216-39.4% | $2,485-21.5% | $4,779-59.2% |
| Participant deferral / active EE | $7,538 | $4,509+67.2% | $3,852+95.7% | $5,609+34.4% |
| Admin fee / account holder | $51,008 | $10,748+374.6% | $6,675+664.2% | $10,827+371.1% |