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 | $165,869 | $78,672+110.8% | $109,143+52.0% | $85,850+93.2% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.4pp | 69.3%+2.1pp |
| Annual return | 14.73% | 25.09%-10.4pp | 25.75%-11.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $927 | $2,735-66.1% | $3,722-75.1% | $2,565-63.9% |
| Participant deferral / active EE | $6,026 | $3,467+73.8% | $4,653+29.5% | $3,952+52.5% |
| Admin fee / account holder | $1,793 | $5,469-67.2% | $6,752-73.5% | $6,260-71.4% |