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 | $137,538 | $72,277+90.3% | $101,248+35.8% | $79,858+72.2% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.8%-2.0pp | 69.6%+4.2pp |
| Annual return | 22.32% | 22.30%0pp | 46.47%-24.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,053 | $2,692-23.7% | $3,660-43.9% | $2,471-16.9% |
| Participant deferral / active EE | $3,294 | $3,282+0.4% | $4,370-24.6% | $3,740-11.9% |
| Admin fee / account holder | $4,577 | $4,400+4.0% | $5,945-23.0% | $5,306-13.7% |