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 | $136,139 | $65,365+108.3% | $92,893+46.6% | $72,985+86.5% |
| Participation rate | 73.7% | 68.3%+5.4pp | 76.0%-2.3pp | 69.5%+4.2pp |
| Annual return | 30.73% | 42.10%-11.4pp | 109.41%-78.7pp | 81.00%-50.3pp |
| Employer contribution / active EE | $2,620 | $2,594+1.0% | $3,653-28.3% | $2,440+7.4% |
| Participant deferral / active EE | $5,357 | $3,128+71.3% | $4,236+26.5% | $3,607+48.5% |
| Admin fee / account holder | $4,786 | $4,251+12.6% | $5,794-17.4% | $5,124-6.6% |