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 | $161,849 | $109,881+47.3% | $150,045+7.9% | $84,808+90.8% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 15.28% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,246 | $3,561-65.0% | $4,693-73.5% | $2,631-52.6% |
| Participant deferral / active EE | $11,506 | $6,636+73.4% | $7,997+43.9% | $4,212+173.2% |
| Admin fee / account holder | $4,928 | $8,568-42.5% | $13,435-63.3% | $7,344-32.9% |