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 | $132,581 | $54,762+142.1% | $90,281+46.9% | $72,985+81.7% |
| Participation rate | 74.6% | 65.1%+9.5pp | 73.3%+1.3pp | 69.5%+5.1pp |
| Annual return | 18.85% | 30.63%-11.8pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $4,717 | $2,092+125.4% | $2,854+65.3% | $2,440+93.3% |
| Participant deferral / active EE | $5,263 | $2,887+82.3% | $3,885+35.5% | $3,607+45.9% |
| Admin fee / account holder | $5,039 | $3,972+26.9% | $5,351-5.8% | $5,124-1.7% |