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 | $130,694 | $64,348+103.1% | $90,160+45.0% | $70,131+86.4% |
| Participation rate | 72.7% | 70.4%+2.3pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 17.68% | 28.13%-10.4pp | 34.88%-17.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,901 | $2,046+41.8% | $3,318-12.6% | $2,342+23.9% |
| Participant deferral / active EE | $8,172 | $4,389+86.2% | $5,288+54.6% | $3,332+145.3% |
| Admin fee / account holder | $2,204 | $3,944-44.1% | $5,943-62.9% | $4,645-52.6% |