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 | $172,624 | $80,968+113.2% | $96,544+78.8% | $75,163+129.7% |
| Participation rate | 73.8% | 71.8%+2.0pp | 76.0%-2.2pp | 67.2%+6.6pp |
| Annual return | 16.08% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,936 | $2,282-15.2% | $2,965-34.7% | $2,670-27.5% |
| Participant deferral / active EE | $3,823 | $3,928-2.7% | $4,851-21.2% | $4,125-7.3% |
| Admin fee / account holder | $2,511 | $6,724-62.7% | $8,252-69.6% | $5,651-55.6% |