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 | $136,224 | $60,022+127.0% | $88,946+53.2% | $84,808+60.6% |
| Participation rate | 84.4% | 57.8%+26.6pp | 68.8%+15.6pp | 68.3%+16.1pp |
| Annual return | 15.08% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,661 | $1,703-2.4% | $2,555-35.0% | $2,631-36.9% |
| Participant deferral / active EE | $5,333 | $3,114+71.3% | $4,581+16.4% | $4,212+26.6% |
| Admin fee / account holder | $2,688 | $4,811-44.1% | $8,261-67.5% | $7,344-63.4% |