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 | $171,133 | $109,881+55.7% | $150,045+14.1% | $84,808+101.8% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.8pp | 68.3%+8.3pp |
| Annual return | 18.10% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,358 | $3,561-61.9% | $4,693-71.1% | $2,631-48.4% |
| Participant deferral / active EE | $10,488 | $6,636+58.0% | $7,997+31.1% | $4,212+149.0% |
| Admin fee / account holder | $9,308 | $8,568+8.6% | $13,435-30.7% | $7,344+26.8% |