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 | $207,331 | $148,978+39.2% | $200,582+3.4% | $84,808+144.5% |
| Participation rate | 94.2% | 84.2%+10.0pp | 86.9%+7.3pp | 68.3%+25.9pp |
| Annual return | 16.03% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,417 | $4,815-29.0% | $6,419-46.8% | $2,631+29.9% |
| Participant deferral / active EE | $8,465 | $7,142+18.5% | $9,331-9.3% | $4,212+101.0% |
| Admin fee / account holder | $5,577 | $13,977-60.1% | $16,305-65.8% | $7,344-24.1% |