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 | $169,474 | $81,233+108.6% | $155,567+8.9% | $80,874+109.6% |
| Participation rate | 77.2% | 66.2%+11.0pp | 78.2%-1.0pp | 67.6%+9.5pp |
| Annual return | 13.08% | 33.33%-20.2pp | 64.74%-51.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,174 | $3,101-29.9% | $4,674-53.5% | $2,756-21.1% |
| Participant deferral / active EE | $7,952 | $3,452+130.3% | $5,628+41.3% | $4,297+85.1% |
| Admin fee / account holder | $6,850 | $7,998-14.3% | $15,916-57.0% | $6,935-1.2% |