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 | $184,795 | $101,724+81.7% | $164,813+12.1% | $80,856+128.5% |
| Participation rate | 74.4% | 71.8%+2.6pp | 78.6%-4.2pp | 67.6%+6.8pp |
| Annual return | 21.80% | 16.72%+5.1pp | 69.93%-48.1pp | 35.59%-13.8pp |
| Employer contribution / active EE | $1,160 | $2,953-60.7% | $4,341-73.3% | $2,755-57.9% |
| Participant deferral / active EE | $2,699 | $4,477-39.7% | $6,031-55.3% | $4,296-37.2% |
| Admin fee / account holder | $3,124 | $8,227-62.0% | $12,690-75.4% | $6,918-54.8% |