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 | $125,200 | $86,929+44.0% | $102,423+22.2% | $80,856+54.8% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.6%+26.6pp |
| Annual return | 11.93% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,527 | $2,369+6.6% | $3,023-16.4% | $2,755-8.3% |
| Participant deferral / active EE | $3,184 | $4,118-22.7% | $5,053-37.0% | $4,296-25.9% |
| Admin fee / account holder | $12,608 | $8,049+56.6% | $9,451+33.4% | $6,918+82.2% |