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 | $164,340 | $108,825+51.0% | $156,181+5.2% | $82,448+99.3% |
| Participation rate | 89.2% | 72.4%+16.8pp | 78.8%+10.4pp | 68.1%+21.1pp |
| Annual return | 13.26% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $3,124 | $2,870+8.9% | $4,294-27.2% | $2,551+22.5% |
| Participant deferral / active EE | $5,428 | $4,577+18.6% | $6,132-11.5% | $4,139+31.1% |
| Admin fee / account holder | $1,886 | $9,341-79.8% | $14,586-87.1% | $7,234-73.9% |