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 | $172,017 | $138,347+24.3% | $184,203-6.6% | $80,856+112.7% |
| Participation rate | 78.7% | 83.9%-5.1pp | 86.8%-8.1pp | 67.6%+11.1pp |
| Annual return | 13.65% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,540 | $4,850-47.6% | $6,427-60.5% | $2,755-7.8% |
| Participant deferral / active EE | $6,253 | $7,071-11.6% | $9,131-31.5% | $4,296+45.6% |
| Admin fee / account holder | $5,906 | $10,483-43.7% | $13,901-57.5% | $6,918-14.6% |