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 | $130,114 | $80,673+61.3% | $101,326+28.4% | $84,808+53.4% |
| Participation rate | 72.0% | 77.8%-5.8pp | 81.5%-9.5pp | 68.3%+3.7pp |
| Annual return | 17.43% | 38.95%-21.5pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,208 | $2,698-55.2% | $3,665-67.0% | $2,631-54.1% |
| Participant deferral / active EE | $6,359 | $6,840-7.0% | $7,994-20.5% | $4,212+51.0% |
| Admin fee / account holder | $2,648 | $12,784-79.3% | $11,185-76.3% | $7,344-63.9% |