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 | $169,326 | $86,929+94.8% | $102,423+65.3% | $80,856+109.4% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 11.27% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,739 | $2,369-26.6% | $3,023-42.5% | $2,755-36.9% |
| Participant deferral / active EE | $4,915 | $4,118+19.3% | $5,053-2.7% | $4,296+14.4% |
| Admin fee / account holder | $1,261 | $8,049-84.3% | $9,451-86.7% | $6,918-81.8% |