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 | $78,520+59.5% | $96,576+29.7% | $82,448+51.9% |
| Participation rate | 76.9% | 77.7%-0.8pp | 81.4%-4.5pp | 68.1%+8.9pp |
| Annual return | 15.19% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,584 | $2,630+112.3% | $3,553+57.1% | $2,551+118.9% |
| Participant deferral / active EE | $6,508 | $6,754-3.6% | $7,956-18.2% | $4,139+57.2% |
| Admin fee / account holder | $10,669 | $13,455-20.7% | $11,381-6.3% | $7,234+47.5% |