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 | $154,587 | $105,181+47.0% | $159,436-3.0% | $85,850+80.1% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.8%-8.7pp | 69.3%+4.8pp |
| Annual return | 17.83% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $763 | $3,318-77.0% | $4,829-84.2% | $2,565-70.2% |
| Participant deferral / active EE | $4,592 | $5,945-22.8% | $7,352-37.5% | $3,952+16.2% |
| Admin fee / account holder | $3,249 | $6,933-53.1% | $10,799-69.9% | $6,260-48.1% |