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 | $125,259 | $80,673+55.3% | $101,326+23.6% | $84,808+47.7% |
| Participation rate | 76.9% | 77.8%-0.9pp | 81.5%-4.6pp | 68.3%+8.6pp |
| Annual return | 15.19% | 38.95%-23.8pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,584 | $2,698+107.0% | $3,665+52.3% | $2,631+112.2% |
| Participant deferral / active EE | $6,508 | $6,840-4.9% | $7,994-18.6% | $4,212+54.5% |
| Admin fee / account holder | $10,669 | $12,784-16.5% | $11,185-4.6% | $7,344+45.3% |