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 | $160,751 | $86,929+84.9% | $102,423+56.9% | $80,856+98.8% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.1pp | 67.6%+6.7pp |
| Annual return | 11.72% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,473 | $2,369+88.8% | $3,023+47.9% | $2,755+62.4% |
| Participant deferral / active EE | $2,178 | $4,118-47.1% | $5,053-56.9% | $4,296-49.3% |
| Admin fee / account holder | $56,776 | $8,049+605.4% | $9,451+500.8% | $6,918+720.7% |