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 | $168,770 | $109,413+54.2% | $156,263+8.0% | $84,808+99.0% |
| Participation rate | 73.9% | 72.7%+1.2pp | 78.9%-5.0pp | 68.3%+5.6pp |
| Annual return | 15.29% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,557 | $2,907+22.4% | $4,333-17.9% | $2,631+35.2% |
| Participant deferral / active EE | $7,600 | $4,590+65.6% | $6,158+23.4% | $4,212+80.5% |
| Admin fee / account holder | $3,694 | $9,357-60.5% | $14,255-74.1% | $7,344-49.7% |