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 | $116,208 | $86,929+33.7% | $102,423+13.5% | $80,856+43.7% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 26.05% | 18.88%+7.2pp | 29.32%-3.3pp | 35.59%-9.5pp |
| Employer contribution / active EE | $7,556 | $2,369+218.9% | $3,023+149.9% | $2,755+174.3% |
| Participant deferral / active EE | $3,815 | $4,118-7.4% | $5,053-24.5% | $4,296-11.2% |
| Admin fee / account holder | $2,733 | $8,049-66.0% | $9,451-71.1% | $6,918-60.5% |