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 | $143,860 | $67,606+112.8% | $82,313+74.8% | $70,131+105.1% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.9%-3.6pp | 69.5%+3.8pp |
| Annual return | 17.33% | 21.57%-4.2pp | 25.88%-8.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,480 | $1,755-15.7% | $2,428-39.1% | $2,342-36.8% |
| Participant deferral / active EE | $3,957 | $2,987+32.5% | $3,706+6.8% | $3,332+18.8% |
| Admin fee / account holder | $3,387 | $4,512-24.9% | $5,608-39.6% | $4,645-27.1% |