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 | $142,799 | $86,929+64.3% | $102,423+39.4% | $80,856+76.6% |
| Participation rate | 75.9% | 72.4%+3.6pp | 76.5%-0.6pp | 67.6%+8.3pp |
| Annual return | 17.71% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,280 | $2,369-3.8% | $3,023-24.6% | $2,755-17.2% |
| Participant deferral / active EE | $5,959 | $4,118+44.7% | $5,053+17.9% | $4,296+38.7% |
| Admin fee / account holder | $9,348 | $8,049+16.1% | $9,451-1.1% | $6,918+35.1% |