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 | $196,952 | $109,413+80.0% | $156,263+26.0% | $84,808+132.2% |
| Participation rate | 79.1% | 72.7%+6.4pp | 78.9%+0.2pp | 68.3%+10.8pp |
| Annual return | 14.37% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $930 | $2,907-68.0% | $4,333-78.5% | $2,631-64.6% |
| Participant deferral / active EE | $5,706 | $4,590+24.3% | $6,158-7.3% | $4,212+35.5% |
| Admin fee / account holder | $10,513 | $9,357+12.4% | $14,255-26.3% | $7,344+43.2% |