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 | $160,357 | $56,897+181.8% | $84,750+89.2% | $62,891+155.0% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 10.25% | 6.30%+3.9pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,604 | $2,400-33.1% | $3,574-55.1% | $2,281-29.7% |
| Participant deferral / active EE | $6,839 | $2,709+152.5% | $3,712+84.3% | $3,203+113.5% |
| Admin fee / account holder | $2,414 | $3,581-32.6% | $5,332-54.7% | $4,296-43.8% |