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 | $136,629 | $72,277+89.0% | $101,248+34.9% | $79,858+71.1% |
| Participation rate | 73.3% | 68.5%+4.9pp | 75.8%-2.5pp | 69.6%+3.7pp |
| Annual return | 21.88% | 22.30%-0.4pp | 46.47%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,972 | $2,692-26.7% | $3,660-46.1% | $2,471-20.2% |
| Participant deferral / active EE | $2,903 | $3,282-11.5% | $4,370-33.6% | $3,740-22.4% |
| Admin fee / account holder | $972 | $4,400-77.9% | $5,945-83.6% | $5,306-81.7% |