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 | $75,502 | $60,349+25.1% | $74,183+1.8% | $62,891+20.1% |
| Participation rate | 76.5% | 72.7%+3.7pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 6.97% | 21.37%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,069 | $1,680+23.1% | $2,370-12.7% | $2,281-9.3% |
| Participant deferral / active EE | $5,201 | $2,856+82.1% | $3,550+46.5% | $3,203+62.4% |
| Admin fee / account holder | $5,339 | $4,261+25.3% | $5,586-4.4% | $4,296+24.3% |