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 | $166,796 | $81,248+105.3% | $155,509+7.3% | $80,856+106.3% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.3pp | 67.6%+26.8pp |
| Annual return | 14.61% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,399 | $3,100-54.9% | $4,672-70.1% | $2,755-49.2% |
| Participant deferral / active EE | $5,424 | $3,452+57.2% | $5,626-3.6% | $4,296+26.3% |
| Admin fee / account holder | $1,914 | $7,997-76.1% | $15,912-88.0% | $6,918-72.3% |