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 | $168,581 | $64,480+161.4% | $81,382+107.1% | $80,856+108.5% |
| Participation rate | 96.9% | 63.9%+33.0pp | 69.5%+27.4pp | 67.6%+29.2pp |
| Annual return | 11.12% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,309 | $1,978+16.7% | $2,463-6.2% | $2,755-16.2% |
| Participant deferral / active EE | $3,610 | $3,094+16.7% | $3,883-7.0% | $4,296-16.0% |
| Admin fee / account holder | $2,042 | $5,671-64.0% | $5,768-64.6% | $6,918-70.5% |