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 | $121,569 | $72,277+68.2% | $101,248+20.1% | $79,858+52.2% |
| Participation rate | 74.3% | 68.5%+5.8pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | 11.49% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,045 | $3,282+23.3% | $4,370-7.4% | $3,740+8.2% |
| Admin fee / account holder | $5,174 | $4,400+17.6% | $5,945-13.0% | $5,306-2.5% |