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 | $165,708 | $85,766+93.2% | $136,294+21.6% | $70,131+136.3% |
| Participation rate | 75.5% | 74.2%+1.3pp | 81.9%-6.4pp | 69.5%+5.9pp |
| Annual return | 19.02% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,220 | $2,966-58.9% | $4,695-74.0% | $2,342-47.9% |
| Participant deferral / active EE | $8,124 | $5,051+60.8% | $6,247+30.0% | $3,332+143.8% |
| Admin fee / account holder | $7,127 | $5,420+31.5% | $9,243-22.9% | $4,645+53.4% |