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 | $169,185 | $86,929+94.6% | $102,423+65.2% | $80,856+109.2% |
| Participation rate | 87.8% | 72.4%+15.4pp | 76.5%+11.3pp | 67.6%+20.2pp |
| Annual return | 11.83% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,171 | $2,369-50.6% | $3,023-61.3% | $2,755-57.5% |
| Participant deferral / active EE | $2,948 | $4,118-28.4% | $5,053-41.7% | $4,296-31.4% |
| Admin fee / account holder | $7,800 | $8,049-3.1% | $9,451-17.5% | $6,918+12.8% |