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 | $121,791 | $80,968+50.4% | $96,544+26.2% | $75,163+62.0% |
| Participation rate | 73.2% | 71.8%+1.4pp | 76.0%-2.7pp | 67.2%+6.0pp |
| Annual return | 16.75% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,596 | $2,282-30.1% | $2,965-46.2% | $2,670-40.2% |
| Participant deferral / active EE | $5,372 | $3,928+36.7% | $4,851+10.7% | $4,125+30.2% |
| Admin fee / account holder | $4,408 | $6,724-34.5% | $8,252-46.6% | $5,651-22.0% |