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 | $156,605 | $67,606+131.6% | $82,313+90.3% | $70,131+123.3% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 14.58% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,740 | $1,755-0.8% | $2,428-28.3% | $2,342-25.7% |
| Participant deferral / active EE | $3,065 | $2,987+2.6% | $3,706-17.3% | $3,332-8.0% |
| Admin fee / account holder | $27,077 | $4,512+500.1% | $5,608+382.8% | $4,645+482.9% |