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 | $163,936 | $80,968+102.5% | $96,544+69.8% | $75,163+118.1% |
| Participation rate | 73.8% | 71.8%+2.1pp | 76.0%-2.1pp | 67.2%+6.7pp |
| Annual return | 15.02% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,415 | $2,282-38.0% | $2,965-52.3% | $2,670-47.0% |
| Participant deferral / active EE | $4,780 | $3,928+21.7% | $4,851-1.5% | $4,125+15.9% |
| Admin fee / account holder | $8,220 | $6,724+22.2% | $8,252-0.4% | $5,651+45.5% |