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 | $159,660 | $85,515+86.7% | $112,040+42.5% | $67,986+134.8% |
| Participation rate | 87.5% | 68.2%+19.3pp | 76.5%+11.0pp | 57.2%+30.3pp |
| Annual return | 16.43% | 29.68%-13.2pp | 24.52%-8.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,485 | $2,191-32.2% | $2,954-49.7% | $2,019-26.4% |
| Participant deferral / active EE | $4,074 | $4,014+1.5% | $5,098-20.1% | $3,358+21.3% |
| Admin fee / account holder | $4,263 | $3,774+13.0% | $12,098-64.8% | $3,203+33.1% |