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 | $160,885 | $80,717+99.3% | $154,803+3.9% | $84,808+89.7% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.2pp | 68.3%+13.9pp |
| Annual return | 16.64% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,377 | $2,761+22.3% | $4,305-21.6% | $2,631+28.4% |
| Participant deferral / active EE | $6,822 | $3,303+106.5% | $5,540+23.1% | $4,212+62.0% |
| Admin fee / account holder | $1,332 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |