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 | $119,314 | $80,968+47.4% | $96,544+23.6% | $75,163+58.7% |
| Participation rate | 75.6% | 71.8%+3.8pp | 76.0%-0.4pp | 67.2%+8.4pp |
| Annual return | 17.32% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,334 | $2,282+2.3% | $2,965-21.3% | $2,670-12.6% |
| Participant deferral / active EE | $5,570 | $3,928+41.8% | $4,851+14.8% | $4,125+35.0% |
| Admin fee / account holder | $5,604 | $6,724-16.7% | $8,252-32.1% | $5,651-0.8% |