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 | $176,262 | $66,402+165.4% | $109,895+60.4% | $85,850+105.3% |
| Participation rate | 86.3% | 63.9%+22.4pp | 74.2%+12.1pp | 69.3%+17.0pp |
| Annual return | 11.85% | 19.59%-7.7pp | 29.45%-17.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,453 | $1,687-13.9% | $2,842-48.9% | $2,565-43.4% |
| Participant deferral / active EE | $4,197 | $2,842+47.6% | $4,048+3.7% | $3,952+6.2% |
| Admin fee / account holder | $3,489 | $4,557-23.4% | $6,066-42.5% | $6,260-44.3% |