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 | $171,944 | $81,460+111.1% | $103,333+66.4% | $80,856+112.7% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 12.16% | 25.55%-13.4pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,294 | $3,105-58.3% | $3,868-66.5% | $2,755-53.0% |
| Participant deferral / active EE | $5,167 | $3,869+33.6% | $5,057+2.2% | $4,296+20.3% |
| Admin fee / account holder | $2,722 | $6,566-58.5% | $8,355-67.4% | $6,918-60.7% |