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 | $166,798 | $123,793+34.7% | $177,821-6.2% | $79,858+108.9% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.6pp | 69.6%+24.7pp |
| Annual return | 16.58% | 22.82%-6.2pp | 48.32%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,725 | $4,095-57.9% | $5,918-70.9% | $2,471-30.2% |
| Participant deferral / active EE | $5,340 | $5,956-10.4% | $7,714-30.8% | $3,740+42.8% |
| Admin fee / account holder | $2,880 | $7,243-60.2% | $12,427-76.8% | $5,306-45.7% |