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 | $168,185 | $72,492+132.0% | $87,100+93.1% | $72,985+130.4% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 17.21% | 24.46%-7.3pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,035 | $1,894-45.3% | $2,521-58.9% | $2,440-57.6% |
| Participant deferral / active EE | $5,138 | $3,270+57.2% | $4,049+26.9% | $3,607+42.4% |
| Admin fee / account holder | $1,482 | $5,055-70.7% | $7,497-80.2% | $5,124-71.1% |