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 | $172,063 | $69,977+145.9% | $108,579+58.5% | $62,891+173.6% |
| Participation rate | 77.8% | 72.9%+4.9pp | 79.6%-1.8pp | 69.3%+8.5pp |
| Annual return | 7.30% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,267 | $2,135-40.6% | $3,758-66.3% | $2,281-44.4% |
| Participant deferral / active EE | $5,069 | $3,165+60.2% | $4,311+17.6% | $3,203+58.3% |
| Admin fee / account holder | $865 | $5,076-83.0% | $7,645-88.7% | $4,296-79.9% |