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 | $170,541 | $86,922+96.2% | $102,438+66.5% | $80,874+110.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.6pp |
| Annual return | 13.68% | 18.90%-5.2pp | 29.37%-15.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,191 | $2,369-49.7% | $3,024-60.6% | $2,756-56.8% |
| Participant deferral / active EE | $3,265 | $4,119-20.7% | $5,054-35.4% | $4,297-24.0% |
| Admin fee / account holder | $11,025 | $8,050+37.0% | $9,448+16.7% | $6,935+59.0% |