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 | $157,353 | $101,724+54.7% | $164,813-4.5% | $80,856+94.6% |
| Participation rate | 73.2% | 71.8%+1.3pp | 78.6%-5.4pp | 67.6%+5.5pp |
| Annual return | 11.48% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,131 | $2,953-27.9% | $4,341-50.9% | $2,755-22.6% |
| Participant deferral / active EE | $6,011 | $4,477+34.3% | $6,031-0.3% | $4,296+39.9% |
| Admin fee / account holder | $14,742 | $8,227+79.2% | $12,690+16.2% | $6,918+113.1% |