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 | $139,067 | $86,929+60.0% | $102,423+35.8% | $80,856+72.0% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.1pp |
| Annual return | 15.76% | 18.88%-3.1pp | 29.32%-13.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,395 | $2,369+1.1% | $3,023-20.8% | $2,755-13.1% |
| Participant deferral / active EE | $7,211 | $4,118+75.1% | $5,053+42.7% | $4,296+67.9% |
| Admin fee / account holder | $17,544 | $8,049+118.0% | $9,451+85.6% | $6,918+153.6% |