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 | $107,488 | $90,503+18.8% | $78,689+36.6% | $273,961-60.8% |
| Participation rate | 76.2% | 76.5%-0.3pp | 73.6%+2.6pp | 83.0%-6.8pp |
| Annual return | 3.94% | 75.60%-71.7pp | 62.18%-58.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $674 | $3,176-78.8% | $2,851-76.3% | $4,869-86.2% |
| Participant deferral / active EE | $3,077 | $3,901-21.1% | $3,517-12.5% | $5,287-41.8% |
| Admin fee / account holder | $6,734 | $5,263+27.9% | $4,510+49.3% | $10,132-33.5% |