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 | $181,683 | $58,512+210.5% | $84,015+116.3% | $72,985+148.9% |
| Participation rate | 74.3% | 61.2%+13.1pp | 69.0%+5.3pp | 69.5%+4.8pp |
| Annual return | 24.88% | 28.93%-4.0pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,305 | $1,163+98.2% | $1,983+16.2% | $2,440-5.5% |
| Participant deferral / active EE | $3,936 | $2,394+64.4% | $3,239+21.5% | $3,607+9.1% |
| Admin fee / account holder | $2,822 | $4,569-38.2% | $6,101-53.7% | $5,124-44.9% |