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 | $165,102 | $103,376+59.7% | $87,100+89.6% | $152,861+8.0% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 17.96% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,795 | $3,220-44.3% | $2,521-28.8% | $4,762-62.3% |
| Participant deferral / active EE | $4,408 | $4,778-7.7% | $4,049+8.9% | $5,850-24.7% |
| Admin fee / account holder | $16,553 | $12,205+35.6% | $7,497+120.8% | $11,596+42.7% |