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 | $194,336 | $101,724+91.0% | $164,813+17.9% | $80,856+140.3% |
| Participation rate | 71.6% | 71.8%-0.2pp | 78.6%-7.0pp | 67.6%+4.0pp |
| Annual return | 13.19% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,353 | $2,953-20.3% | $4,341-45.8% | $2,755-14.6% |
| Participant deferral / active EE | $5,313 | $4,477+18.7% | $6,031-11.9% | $4,296+23.7% |
| Admin fee / account holder | $4,671 | $8,227-43.2% | $12,690-63.2% | $6,918-32.5% |