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 | $125,815 | $86,929+44.7% | $102,423+22.8% | $80,856+55.6% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 10.64% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,709 | $2,369+14.3% | $3,023-10.4% | $2,755-1.7% |
| Participant deferral / active EE | $6,068 | $4,118+47.3% | $5,053+20.1% | $4,296+41.2% |
| Admin fee / account holder | $114,413 | $8,049+1321.5% | $9,451+1110.6% | $6,918+1553.9% |