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 | $167,829 | $86,929+93.1% | $102,423+63.9% | $80,856+107.6% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 10.77% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,664 | $2,369+12.4% | $3,023-11.9% | $2,755-3.3% |
| Participant deferral / active EE | $6,906 | $4,118+67.7% | $5,053+36.7% | $4,296+60.8% |
| Admin fee / account holder | $21,244 | $8,049+163.9% | $9,451+124.8% | $6,918+207.1% |