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 | $131,516 | $86,929+51.3% | $102,423+28.4% | $80,856+62.7% |
| Participation rate | 73.5% | 72.4%+1.1pp | 76.5%-3.0pp | 67.6%+5.8pp |
| Annual return | 18.88% | 18.88%0pp | 29.32%-10.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,086 | $2,369-12.0% | $3,023-31.0% | $2,755-24.3% |
| Participant deferral / active EE | $5,232 | $4,118+27.0% | $5,053+3.5% | $4,296+21.8% |
| Admin fee / account holder | $10,823 | $8,049+34.5% | $9,451+14.5% | $6,918+56.5% |