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 | $176,618 | $109,413+61.4% | $156,263+13.0% | $84,808+108.3% |
| Participation rate | 86.8% | 72.7%+14.2pp | 78.9%+7.9pp | 68.3%+18.5pp |
| Annual return | 16.93% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,966 | $2,907+2.0% | $4,333-31.6% | $2,631+12.7% |
| Participant deferral / active EE | $8,152 | $4,590+77.6% | $6,158+32.4% | $4,212+93.6% |
| Admin fee / account holder | $1,709 | $9,357-81.7% | $14,255-88.0% | $7,344-76.7% |