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 | $181,187 | $153,772+17.8% | $133,980+35.2% | $273,961-33.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 4.28% | 36.51%-32.2pp | 29.30%-25.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $7,510 | $6,029+24.6% | $5,211+44.1% | $4,869+54.2% |
| Participant deferral / active EE | $9,627 | $6,958+38.3% | $6,282+53.2% | $5,287+82.1% |
| Admin fee / account holder | $14,040 | $11,765+19.3% | $9,324+50.6% | $10,132+38.6% |