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 | $132,011 | $80,968+63.0% | $96,544+36.7% | $75,163+75.6% |
| Participation rate | 72.6% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 21.82% | 27.06%-5.2pp | 25.84%-4.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,376 | $2,282-39.7% | $2,965-53.6% | $2,670-48.4% |
| Participant deferral / active EE | $4,099 | $3,928+4.4% | $4,851-15.5% | $4,125-0.6% |
| Admin fee / account holder | $3,690 | $6,724-45.1% | $8,252-55.3% | $5,651-34.7% |