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 | $161,334 | $109,881+46.8% | $150,045+7.5% | $84,808+90.2% |
| Participation rate | 78.7% | 76.1%+2.6pp | 82.3%-3.7pp | 68.3%+10.4pp |
| Annual return | 24.22% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,495 | $3,561-1.9% | $4,693-25.5% | $2,631+32.8% |
| Participant deferral / active EE | $7,823 | $6,636+17.9% | $7,997-2.2% | $4,212+85.7% |
| Admin fee / account holder | $7,177 | $8,568-16.2% | $13,435-46.6% | $7,344-2.3% |