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 | $168,691 | $103,376+63.2% | $87,100+93.7% | $152,861+10.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 14.90% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,649 | $3,220-48.8% | $2,521-34.6% | $4,762-65.4% |
| Participant deferral / active EE | $3,299 | $4,778-31.0% | $4,049-18.5% | $5,850-43.6% |
| Admin fee / account holder | $1,506 | $12,205-87.7% | $7,497-79.9% | $11,596-87.0% |