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 | $118,937 | $86,929+36.8% | $102,423+16.1% | $80,856+47.1% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | 14.67% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,404 | $2,369+1.5% | $3,023-20.5% | $2,755-12.7% |
| Participant deferral / active EE | $5,715 | $4,118+38.8% | $5,053+13.1% | $4,296+33.0% |
| Admin fee / account holder | $1,565 | $8,049-80.6% | $9,451-83.4% | $6,918-77.4% |