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 | $181,898 | $109,413+66.2% | $156,263+16.4% | $84,808+114.5% |
| Participation rate | 77.3% | 72.7%+4.6pp | 78.9%-1.6pp | 68.3%+9.0pp |
| Annual return | 16.41% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,567 | $2,907-11.7% | $4,333-40.8% | $2,631-2.4% |
| Participant deferral / active EE | $8,360 | $4,590+82.2% | $6,158+35.8% | $4,212+98.5% |
| Admin fee / account holder | $12,546 | $9,357+34.1% | $14,255-12.0% | $7,344+70.8% |