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 | $155,101 | $81,208+91.0% | $98,907+56.8% | $79,858+94.2% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 12.39% | 60.99%-48.6pp | 196.43%-184.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,158 | $1,960-40.9% | $2,689-56.9% | $2,471-53.1% |
| Participant deferral / active EE | $4,957 | $3,265+51.8% | $4,244+16.8% | $3,740+32.5% |
| Admin fee / account holder | $5,573 | $6,013-7.3% | $6,642-16.1% | $5,306+5.0% |