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 | $83,137 | $56,277+47.7% | $80,975+2.7% | $62,891+32.2% |
| Participation rate | 73.2% | 69.0%+4.2pp | 75.8%-2.6pp | 69.3%+3.9pp |
| Annual return | 6.94% | 22.12%-15.2pp | 17.10%-10.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,667 | $1,943-14.2% | $3,714-55.1% | $2,281-26.9% |
| Participant deferral / active EE | $3,604 | $4,195-14.1% | $5,696-36.7% | $3,203+12.5% |
| Admin fee / account holder | $2,211 | $3,741-40.9% | $5,516-59.9% | $4,296-48.5% |