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 | $176,486 | $104,251+69.3% | $91,001+93.9% | $147,584+19.6% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 17.90% | 27.06%-9.2pp | 4.60%+13.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,440 | $3,116-53.8% | $2,456-41.4% | $4,876-70.5% |
| Participant deferral / active EE | $5,758 | $4,195+37.3% | $3,547+62.3% | $5,439+5.9% |
| Admin fee / account holder | $3,955 | $8,948-55.8% | $5,417-27.0% | $10,885-63.7% |