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 | $158,932 | $81,248+95.6% | $155,509+2.2% | $80,856+96.6% |
| Participation rate | 73.5% | 66.2%+7.3pp | 78.2%-4.7pp | 67.6%+5.9pp |
| Annual return | 16.77% | 33.31%-16.5pp | 64.67%-47.9pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,995 | $3,100-35.6% | $4,672-57.3% | $2,755-27.6% |
| Participant deferral / active EE | $3,913 | $3,452+13.4% | $5,626-30.4% | $4,296-8.9% |
| Admin fee / account holder | $2,455 | $7,997-69.3% | $15,912-84.6% | $6,918-64.5% |