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 | $152,182 | $76,552+98.8% | $123,892+22.8% | $62,891+142.0% |
| Participation rate | 74.2% | 73.0%+1.2pp | 81.4%-7.2pp | 69.3%+4.9pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $872 | $2,883-69.7% | $4,617-81.1% | $2,281-61.8% |
| Participant deferral / active EE | $5,682 | $4,840+17.4% | $5,984-5.1% | $3,203+77.4% |
| Admin fee / account holder | $1,968 | $4,826-59.2% | $8,357-76.4% | $4,296-54.2% |