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 | $162,279 | $58,512+177.3% | $84,015+93.2% | $72,985+122.3% |
| Participation rate | 94.4% | 61.2%+33.2pp | 69.0%+25.4pp | 69.5%+25.0pp |
| Annual return | 23.46% | 28.93%-5.5pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,206 | $1,163+175.7% | $1,983+61.6% | $2,440+31.4% |
| Participant deferral / active EE | $3,962 | $2,394+65.5% | $3,239+22.3% | $3,607+9.8% |
| Admin fee / account holder | $3,265 | $4,569-28.5% | $6,101-46.5% | $5,124-36.3% |