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 | $143,079 | $63,355+125.8% | $91,989+55.5% | $72,985+96.0% |
| Participation rate | 75.0% | 72.5%+2.5pp | 78.6%-3.6pp | 69.5%+5.5pp |
| Annual return | 24.15% | 35.35%-11.2pp | 69.02%-44.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,847 | $2,116-12.7% | $3,452-46.5% | $2,440-24.3% |
| Participant deferral / active EE | $5,671 | $4,883+16.1% | $5,923-4.3% | $3,607+57.2% |
| Admin fee / account holder | $4,776 | $4,668+2.3% | $7,743-38.3% | $5,124-6.8% |