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 | $168,247 | $52,279+221.8% | $89,391+88.2% | $79,858+110.7% |
| Participation rate | 83.7% | 57.5%+26.2pp | 68.0%+15.7pp | 69.6%+14.1pp |
| Annual return | 12.79% | 22.16%-9.4pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $763 | $1,572-51.5% | $2,586-70.5% | $2,471-69.1% |
| Participant deferral / active EE | $2,955 | $2,740+7.8% | $3,890-24.0% | $3,740-21.0% |
| Admin fee / account holder | $3,533 | $3,356+5.3% | $4,881-27.6% | $5,306-33.4% |