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 | $138,704 | $86,929+59.6% | $102,423+35.4% | $80,856+71.5% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 13.44% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,468 | $2,369-38.0% | $3,023-51.4% | $2,755-46.7% |
| Participant deferral / active EE | $5,402 | $4,118+31.2% | $5,053+6.9% | $4,296+25.8% |
| Admin fee / account holder | $11,768 | $8,049+46.2% | $9,451+24.5% | $6,918+70.1% |