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 | $178,647 | $81,460+119.3% | $103,333+72.9% | $80,856+120.9% |
| Participation rate | 71.9% | 66.8%+5.0pp | 74.5%-2.6pp | 67.6%+4.2pp |
| Annual return | 11.81% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,254 | $3,105-27.4% | $3,868-41.7% | $2,755-18.2% |
| Participant deferral / active EE | $6,434 | $3,869+66.3% | $5,057+27.2% | $4,296+49.8% |
| Admin fee / account holder | $1,522 | $6,566-76.8% | $8,355-81.8% | $6,918-78.0% |