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 | $162,858 | $103,376+57.5% | $87,100+87.0% | $152,861+6.5% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 25.40% | 28.10%-2.7pp | 28.19%-2.8pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,022 | $3,220-68.3% | $2,521-59.5% | $4,762-78.5% |
| Participant deferral / active EE | $5,980 | $4,778+25.2% | $4,049+47.7% | $5,850+2.2% |
| Admin fee / account holder | $10,631 | $12,205-12.9% | $7,497+41.8% | $11,596-8.3% |