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 | $173,720 | $89,355+94.4% | $141,162+23.1% | $72,985+138.0% |
| Participation rate | 76.1% | 75.1%+1.0pp | 82.5%-6.4pp | 69.5%+6.6pp |
| Annual return | 22.35% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,291 | $3,114-58.6% | $4,735-72.7% | $2,440-47.1% |
| Participant deferral / active EE | $6,254 | $5,418+15.4% | $6,709-6.8% | $3,607+73.4% |
| Admin fee / account holder | $1,343 | $5,958-77.5% | $10,261-86.9% | $5,124-73.8% |