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 | $134,051 | $72,492+84.9% | $87,100+53.9% | $72,985+83.7% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 23.03% | 24.46%-1.4pp | 28.19%-5.2pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,763 | $1,894-6.9% | $2,521-30.1% | $2,440-27.8% |
| Participant deferral / active EE | $5,388 | $3,270+64.8% | $4,049+33.1% | $3,607+49.4% |
| Admin fee / account holder | $4,153 | $5,055-17.8% | $7,497-44.6% | $5,124-19.0% |