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 | $144,072 | $72,277+99.3% | $101,248+42.3% | $79,858+80.4% |
| Participation rate | 70.0% | 68.5%+1.5pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | 18.67% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,412 | $2,692-10.4% | $3,660-34.1% | $2,471-2.4% |
| Participant deferral / active EE | $5,047 | $3,282+53.8% | $4,370+15.5% | $3,740+34.9% |
| Admin fee / account holder | $3,588 | $4,400-18.5% | $5,945-39.7% | $5,306-32.4% |