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 | $232,404 | $86,929+167.3% | $102,423+126.9% | $80,856+187.4% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 15.47% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,440 | $2,369+87.4% | $3,023+46.8% | $2,755+61.2% |
| Participant deferral / active EE | $3,723 | $4,118-9.6% | $5,053-26.3% | $4,296-13.3% |
| Admin fee / account holder | $4,395 | $8,049-45.4% | $9,451-53.5% | $6,918-36.5% |