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 | $142,210 | $86,929+63.6% | $102,423+38.8% | $80,856+75.9% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 25.46% | 18.88%+6.6pp | 29.32%-3.9pp | 35.59%-10.1pp |
| Employer contribution / active EE | $3,111 | $2,369+31.3% | $3,023+2.9% | $2,755+12.9% |
| Participant deferral / active EE | $4,877 | $4,118+18.4% | $5,053-3.5% | $4,296+13.5% |
| Admin fee / account holder | $5,539 | $8,049-31.2% | $9,451-41.4% | $6,918-19.9% |