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 | $131,117 | $86,929+50.8% | $102,423+28.0% | $80,856+62.2% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 17.92% | 18.88%-1.0pp | 29.32%-11.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,819 | $2,369-23.2% | $3,023-39.8% | $2,755-34.0% |
| Participant deferral / active EE | $5,993 | $4,118+45.5% | $5,053+18.6% | $4,296+39.5% |
| Admin fee / account holder | $3,403 | $8,049-57.7% | $9,451-64.0% | $6,918-50.8% |