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 | $154,914 | $93,571+65.6% | $135,903+14.0% | $75,163+106.1% |
| Participation rate | 75.4% | 75.2%+0.2pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 23.71% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $3,392 | $3,537-4.1% | $4,856-30.2% | $2,670+27.0% |
| Participant deferral / active EE | $9,036 | $6,404+41.1% | $7,758+16.5% | $4,125+119.1% |
| Admin fee / account holder | $921 | $6,975-86.8% | $10,762-91.4% | $5,651-83.7% |