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 | $169,382 | $63,355+167.4% | $91,989+84.1% | $72,985+132.1% |
| Participation rate | 76.7% | 72.5%+4.1pp | 78.6%-2.0pp | 69.5%+7.2pp |
| Annual return | 19.44% | 35.35%-15.9pp | 69.02%-49.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $317 | $2,116-85.0% | $3,452-90.8% | $2,440-87.0% |
| Participant deferral / active EE | $7,049 | $4,883+44.4% | $5,923+19.0% | $3,607+95.4% |
| Admin fee / account holder | $3,297 | $4,668-29.4% | $7,743-57.4% | $5,124-35.7% |