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 | $125,238 | $86,929+44.1% | $102,423+22.3% | $80,856+54.9% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | 30.46% | 18.88%+11.6pp | 29.32%+1.1pp | 35.59%-5.1pp |
| Employer contribution / active EE | $1,612 | $2,369-32.0% | $3,023-46.7% | $2,755-41.5% |
| Participant deferral / active EE | $3,918 | $4,118-4.9% | $5,053-22.5% | $4,296-8.8% |
| Admin fee / account holder | $5,890 | $8,049-26.8% | $9,451-37.7% | $6,918-14.9% |