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 | $175,922 | $109,881+60.1% | $150,045+17.2% | $84,808+107.4% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,405 | $3,561-4.4% | $4,693-27.4% | $2,631+29.4% |
| Participant deferral / active EE | $5,195 | $6,636-21.7% | $7,997-35.0% | $4,212+23.3% |
| Admin fee / account holder | $2,099 | $8,568-75.5% | $13,435-84.4% | $7,344-71.4% |