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 | $184,977 | $103,376+78.9% | $87,100+112.4% | $152,861+21.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 15.38% | 28.10%-12.7pp | 28.19%-12.8pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,303 | $3,220-28.5% | $2,521-8.7% | $4,762-51.6% |
| Participant deferral / active EE | $5,583 | $4,778+16.9% | $4,049+37.9% | $5,850-4.6% |
| Admin fee / account holder | $15,291 | $12,205+25.3% | $7,497+104.0% | $11,596+31.9% |