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 | $176,119 | $101,724+73.1% | $164,813+6.9% | $80,856+117.8% |
| Participation rate | 74.5% | 71.8%+2.7pp | 78.6%-4.1pp | 67.6%+6.9pp |
| Annual return | 15.16% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,896 | $2,953-35.8% | $4,341-56.3% | $2,755-31.2% |
| Participant deferral / active EE | $3,212 | $4,477-28.3% | $6,031-46.8% | $4,296-25.2% |
| Admin fee / account holder | $942 | $8,227-88.6% | $12,690-92.6% | $6,918-86.4% |