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 | $176,368 | $104,664+68.5% | $85,682+105.8% | $167,490+5.3% |
| Participation rate | 81.8% | 76.4%+5.5pp | 69.9%+12.0pp | 82.1%-0.3pp |
| Annual return | 9.62% | 21.45%-11.8pp | 21.49%-11.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $4,538 | $3,337+36.0% | $2,618+73.3% | $4,837-6.2% |
| Participant deferral / active EE | $4,341 | $4,824-10.0% | $3,923+10.7% | $6,341-31.5% |
| Admin fee / account holder | $1,513 | $10,032-84.9% | $6,873-78.0% | $12,309-87.7% |