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 | $175,980 | $67,606+160.3% | $82,313+113.8% | $70,131+150.9% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 17.13% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,944 | $1,755+10.8% | $2,428-19.9% | $2,342-17.0% |
| Participant deferral / active EE | $2,253 | $2,987-24.6% | $3,706-39.2% | $3,332-32.4% |
| Admin fee / account holder | $6,222 | $4,512+37.9% | $5,608+10.9% | $4,645+33.9% |