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 | $158,546 | $70,475+125.0% | $100,516+57.7% | $79,858+98.5% |
| Participation rate | 84.8% | 73.7%+11.1pp | 79.4%+5.4pp | 69.6%+15.1pp |
| Annual return | 21.54% | 21.90%-0.4pp | 30.89%-9.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,563 | $2,165-27.8% | $3,418-54.3% | $2,471-36.7% |
| Participant deferral / active EE | $5,348 | $5,181+3.2% | $6,270-14.7% | $3,740+43.0% |
| Admin fee / account holder | $5,159 | $4,478+15.2% | $8,081-36.2% | $5,306-2.8% |