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 | $152,489 | $101,724+49.9% | $164,813-7.5% | $80,856+88.6% |
| Participation rate | 77.4% | 71.8%+5.6pp | 78.6%-1.2pp | 67.6%+9.8pp |
| Annual return | 12.60% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,061 | $2,953+3.6% | $4,341-29.5% | $2,755+11.1% |
| Participant deferral / active EE | $4,358 | $4,477-2.7% | $6,031-27.7% | $4,296+1.5% |
| Admin fee / account holder | $3,743 | $8,227-54.5% | $12,690-70.5% | $6,918-45.9% |