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 | $151,272 | $86,929+74.0% | $102,423+47.7% | $80,856+87.1% |
| Participation rate | 78.5% | 72.4%+6.1pp | 76.5%+2.0pp | 67.6%+10.8pp |
| Annual return | 12.60% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,932 | $2,369+23.7% | $3,023-3.0% | $2,755+6.4% |
| Participant deferral / active EE | $4,390 | $4,118+6.6% | $5,053-13.1% | $4,296+2.2% |
| Admin fee / account holder | $10,628 | $8,049+32.0% | $9,451+12.5% | $6,918+53.6% |