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 | $157,693 | $101,724+55.0% | $164,813-4.3% | $80,856+95.0% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.6%+24.0pp |
| Annual return | 13.98% | 16.72%-2.7pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,462 | $2,953-50.5% | $4,341-66.3% | $2,755-46.9% |
| Participant deferral / active EE | $4,350 | $4,477-2.8% | $6,031-27.9% | $4,296+1.3% |
| Admin fee / account holder | $2,652 | $8,227-67.8% | $12,690-79.1% | $6,918-61.7% |