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 | $165,302 | $78,926+109.4% | $136,749+20.9% | $84,808+94.9% |
| Participation rate | 78.6% | 62.2%+16.4pp | 72.1%+6.4pp | 68.3%+10.3pp |
| Annual return | 15.35% | 18.17%-2.8pp | 24.33%-9.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,866 | $2,134+34.3% | $3,400-15.7% | $2,631+8.9% |
| Participant deferral / active EE | $5,670 | $3,168+79.0% | $4,692+20.8% | $4,212+34.6% |
| Admin fee / account holder | $3,269 | $6,369-48.7% | $11,386-71.3% | $7,344-55.5% |