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 | $169,803 | $58,627+189.6% | $76,735+121.3% | $82,448+106.0% |
| Participation rate | 72.4% | 63.2%+9.2pp | 69.5%+2.9pp | 68.1%+4.3pp |
| Annual return | 13.11% | 39.10%-26.0pp | 29.77%-16.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,832 | $1,729+6.0% | $2,454-25.3% | $2,551-28.2% |
| Participant deferral / active EE | $5,537 | $3,134+76.7% | $4,088+35.5% | $4,139+33.8% |
| Admin fee / account holder | $827 | $5,323-84.5% | $7,189-88.5% | $7,234-88.6% |