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 | $222,622 | $73,787+201.7% | $98,716+125.5% | $82,448+170.0% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.3%+3.7pp | 68.1%+4.9pp |
| Annual return | 12.89% | 18.57%-5.7pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,139 | $1,511-24.7% | $2,279-50.0% | $2,551-55.4% |
| Participant deferral / active EE | $3,163 | $3,081+2.6% | $4,048-21.9% | $4,139-23.6% |
| Admin fee / account holder | $3,266 | $6,500-49.7% | $8,703-62.5% | $7,234-54.8% |