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 | $149,720 | $78,422+90.9% | $95,952+56.0% | $79,858+87.5% |
| Participation rate | 76.8% | 73.5%+3.3pp | 77.1%-0.3pp | 69.6%+7.2pp |
| Annual return | 16.32% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,414 | $1,945-27.3% | $2,541-44.3% | $2,471-42.8% |
| Participant deferral / active EE | $5,594 | $3,440+62.6% | $4,167+34.2% | $3,740+49.6% |
| Admin fee / account holder | $2,615 | $5,622-53.5% | $6,795-61.5% | $5,306-50.7% |