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 | $162,108 | $108,825+49.0% | $156,181+3.8% | $82,448+96.6% |
| Participation rate | 70.8% | 72.4%-1.5pp | 78.8%-8.0pp | 68.1%+2.8pp |
| Annual return | 14.92% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,010 | $2,870-64.8% | $4,294-76.5% | $2,551-60.4% |
| Participant deferral / active EE | $2,505 | $4,577-45.3% | $6,132-59.1% | $4,139-39.5% |
| Admin fee / account holder | $3,805 | $9,341-59.3% | $14,586-73.9% | $7,234-47.4% |