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 | $165,148 | $83,477+97.8% | $125,175+31.9% | $72,985+126.3% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.5%+29.0pp |
| Annual return | 25.21% | 25.78%-0.6pp | 43.79%-18.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,973 | $2,345-15.9% | $3,865-48.9% | $2,440-19.1% |
| Participant deferral / active EE | $4,231 | $3,585+18.0% | $4,937-14.3% | $3,607+17.3% |
| Admin fee / account holder | $4,203 | $5,517-23.8% | $9,702-56.7% | $5,124-18.0% |