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 | $164,320 | $111,754+47.0% | $103,333+59.0% | $145,922+12.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.48% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,258 | $4,212-46.4% | $3,868-41.6% | $4,660-51.5% |
| Participant deferral / active EE | $6,453 | $5,619+14.9% | $5,057+27.6% | $6,688-3.5% |
| Admin fee / account holder | $1,866 | $9,750-80.9% | $8,355-77.7% | $13,397-86.1% |