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 | $179,045 | $95,803+86.9% | $113,168+58.2% | $84,808+111.1% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 16.21% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,859 | $2,360-21.2% | $2,975-37.5% | $2,631-29.4% |
| Participant deferral / active EE | $2,958 | $4,242-30.3% | $5,107-42.1% | $4,212-29.8% |
| Admin fee / account holder | $3,201 | $8,989-64.4% | $12,068-73.5% | $7,344-56.4% |