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 | $162,781 | $58,512+178.2% | $84,015+93.8% | $72,985+123.0% |
| Participation rate | 80.2% | 61.2%+19.0pp | 69.0%+11.2pp | 69.5%+10.7pp |
| Annual return | 19.73% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $833 | $1,163-28.4% | $1,983-58.0% | $2,440-65.8% |
| Participant deferral / active EE | $4,166 | $2,394+74.0% | $3,239+28.6% | $3,607+15.5% |
| Admin fee / account holder | $10,228 | $4,569+123.9% | $6,101+67.7% | $5,124+99.6% |