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 | $219,316 | $95,803+128.9% | $113,168+93.8% | $84,808+158.6% |
| Participation rate | 76.3% | 72.9%+3.5pp | 76.6%-0.2pp | 68.3%+8.0pp |
| Annual return | 16.61% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,855 | $2,360-21.4% | $2,975-37.7% | $2,631-29.5% |
| Participant deferral / active EE | $7,816 | $4,242+84.2% | $5,107+53.0% | $4,212+85.6% |
| Admin fee / account holder | $8,249 | $8,989-8.2% | $12,068-31.6% | $7,344+12.3% |