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 | $169,092 | $79,944+111.5% | $98,439+71.8% | $75,163+125.0% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 18.20% | 19.75%-1.5pp | 21.16%-3.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,608 | $2,264+15.2% | $3,048-14.5% | $2,670-2.3% |
| Participant deferral / active EE | $6,476 | $3,752+72.6% | $4,738+36.7% | $4,125+57.0% |
| Admin fee / account holder | $2,840 | $6,840-58.5% | $8,948-68.3% | $5,651-49.7% |