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 | $133,158 | $80,673+65.1% | $101,326+31.4% | $84,808+57.0% |
| Participation rate | 80.7% | 77.8%+2.9pp | 81.5%-0.8pp | 68.3%+12.4pp |
| Annual return | 17.77% | 38.95%-21.2pp | 36.82%-19.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,375 | $2,698+25.1% | $3,665-7.9% | $2,631+28.3% |
| Participant deferral / active EE | $6,176 | $6,840-9.7% | $7,994-22.7% | $4,212+46.6% |
| Admin fee / account holder | $3,682 | $12,784-71.2% | $11,185-67.1% | $7,344-49.9% |