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 | $171,050 | $92,222+85.5% | $76,768+122.8% | $135,375+26.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | 3.12% | 5.46%-2.3pp | 2.43%+0.7pp | 519.73%-516.6pp |
| Employer contribution / active EE | $1,224 | $3,216-61.9% | $2,485-50.7% | $4,779-74.4% |
| Participant deferral / active EE | $2,545 | $4,509-43.5% | $3,852-33.9% | $5,609-54.6% |
| Admin fee / account holder | $51,501 | $10,748+379.2% | $6,675+671.6% | $10,827+375.7% |