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 | $152,767 | $67,606+126.0% | $82,313+85.6% | $70,131+117.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 16.63% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,286 | $1,755-26.7% | $2,428-47.1% | $2,342-45.1% |
| Participant deferral / active EE | $5,177 | $2,987+73.3% | $3,706+39.7% | $3,332+55.4% |
| Admin fee / account holder | $4,127 | $4,512-8.5% | $5,608-26.4% | $4,645-11.2% |