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 | $232,204 | $95,266+143.7% | $82,389+181.8% | $142,382+63.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 12.50% | 25.74%-13.2pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,214 | $2,991-26.0% | $2,517-12.1% | $4,299-48.5% |
| Participant deferral / active EE | $5,146 | $4,809+7.0% | $4,155+23.9% | $6,507-20.9% |
| Admin fee / account holder | $12,428 | $8,563+45.1% | $7,231+71.9% | $12,624-1.5% |