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 | $137,432 | $86,929+58.1% | $102,423+34.2% | $80,856+70.0% |
| Participation rate | 89.1% | 72.4%+16.7pp | 76.5%+12.6pp | 67.6%+21.5pp |
| Annual return | 10.95% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,636 | $2,369+53.5% | $3,023+20.3% | $2,755+32.0% |
| Participant deferral / active EE | $8,078 | $4,118+96.1% | $5,053+59.9% | $4,296+88.0% |
| Admin fee / account holder | $6,622 | $8,049-17.7% | $9,451-29.9% | $6,918-4.3% |