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 | $185,344 | $109,413+69.4% | $156,263+18.6% | $84,808+118.5% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 15.36% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,834 | $2,907-36.9% | $4,333-57.7% | $2,631-30.3% |
| Participant deferral / active EE | $7,639 | $4,590+66.4% | $6,158+24.0% | $4,212+81.4% |
| Admin fee / account holder | $50,853 | $9,357+443.5% | $14,255+256.7% | $7,344+592.5% |