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 | $159,375 | $86,922+83.4% | $102,438+55.6% | $80,874+97.1% |
| Participation rate | 79.6% | 72.4%+7.2pp | 76.5%+3.1pp | 67.6%+11.9pp |
| Annual return | 13.70% | 18.90%-5.2pp | 29.37%-15.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,639 | $2,369-30.8% | $3,024-45.8% | $2,756-40.5% |
| Participant deferral / active EE | $4,296 | $4,119+4.3% | $5,054-15.0% | $4,2970% |
| Admin fee / account holder | $2,785 | $8,050-65.4% | $9,448-70.5% | $6,935-59.8% |