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 | $162,618 | $87,841+85.1% | $133,980+21.4% | $62,891+158.6% |
| Participation rate | 75.9% | 83.4%-7.5pp | 87.1%-11.1pp | 69.3%+6.6pp |
| Annual return | 6.70% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,589 | $3,483-54.4% | $5,211-69.5% | $2,281-30.3% |
| Participant deferral / active EE | $4,741 | $4,812-1.5% | $6,282-24.5% | $3,203+48.0% |
| Admin fee / account holder | $2,424 | $5,371-54.9% | $9,324-74.0% | $4,296-43.6% |