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 | $151,829 | $95,803+58.5% | $113,168+34.2% | $84,808+79.0% |
| Participation rate | 75.7% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.4pp |
| Annual return | 12.69% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,308 | $2,360-2.2% | $2,975-22.4% | $2,631-12.3% |
| Participant deferral / active EE | $5,924 | $4,242+39.6% | $5,107+16.0% | $4,212+40.7% |
| Admin fee / account holder | $52,098 | $8,989+479.6% | $12,068+331.7% | $7,344+609.4% |