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 | $166,677 | $87,870+89.7% | $113,168+47.3% | $74,304+124.3% |
| Participation rate | 73.6% | 70.7%+2.9pp | 76.6%-2.9pp | 60.3%+13.3pp |
| Annual return | 16.79% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,211 | $2,277-46.8% | $2,975-59.3% | $2,241-46.0% |
| Participant deferral / active EE | $5,215 | $4,241+23.0% | $5,107+2.1% | $3,767+38.4% |
| Admin fee / account holder | $5,587 | $3,368+65.9% | $12,068-53.7% | $2,969+88.2% |