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 | $182,943 | $78,520+133.0% | $96,576+89.4% | $82,448+121.9% |
| Participation rate | 77.9% | 77.7%+0.2pp | 81.4%-3.5pp | 68.1%+9.9pp |
| Annual return | 14.79% | 41.30%-26.5pp | 38.47%-23.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,838 | $2,630-30.1% | $3,553-48.3% | $2,551-27.9% |
| Participant deferral / active EE | $11,220 | $6,754+66.1% | $7,956+41.0% | $4,139+171.1% |
| Admin fee / account holder | $7,968 | $13,455-40.8% | $11,381-30.0% | $7,234+10.1% |