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 | $157,507 | $74,927+110.2% | $101,794+54.7% | $84,808+85.7% |
| Participation rate | 73.8% | 61.4%+12.4pp | 69.2%+4.7pp | 68.3%+5.5pp |
| Annual return | 16.83% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,567 | $1,522+3.0% | $2,289-31.5% | $2,631-40.4% |
| Participant deferral / active EE | $4,527 | $3,099+46.1% | $4,084+10.9% | $4,212+7.5% |
| Admin fee / account holder | $3,827 | $6,514-41.3% | $8,777-56.4% | $7,344-47.9% |