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 | $167,612 | $80,673+107.8% | $101,326+65.4% | $84,808+97.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 16.81% | 38.95%-22.1pp | 36.82%-20.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,392 | $2,698-48.4% | $3,665-62.0% | $2,631-47.1% |
| Participant deferral / active EE | $5,344 | $6,840-21.9% | $7,994-33.1% | $4,212+26.9% |
| Admin fee / account holder | $5,390 | $12,784-57.8% | $11,185-51.8% | $7,344-26.6% |