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 | $159,974 | $83,477+91.6% | $125,175+27.8% | $72,985+119.2% |
| Participation rate | 88.3% | 73.3%+15.0pp | 79.8%+8.6pp | 69.5%+18.8pp |
| Annual return | 20.12% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $7,286 | $2,345+210.7% | $3,865+88.5% | $2,440+198.6% |
| Participant deferral / active EE | $5,222 | $3,585+45.7% | $4,937+5.8% | $3,607+44.8% |
| Admin fee / account holder | $5,665 | $5,517+2.7% | $9,702-41.6% | $5,124+10.5% |