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 | $133,642 | $86,929+53.7% | $102,423+30.5% | $80,856+65.3% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 16.71% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,098 | $2,369-11.4% | $3,023-30.6% | $2,755-23.8% |
| Participant deferral / active EE | $7,706 | $4,118+87.1% | $5,053+52.5% | $4,296+79.4% |
| Admin fee / account holder | $5,585 | $8,049-30.6% | $9,451-40.9% | $6,918-19.3% |