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 | $136,964 | $95,803+43.0% | $113,168+21.0% | $84,808+61.5% |
| Participation rate | 87.5% | 72.9%+14.6pp | 76.6%+10.9pp | 68.3%+19.2pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,045 | $2,360-13.3% | $2,975-31.3% | $2,631-22.3% |
| Participant deferral / active EE | $5,893 | $4,242+38.9% | $5,107+15.4% | $4,212+39.9% |
| Admin fee / account holder | $8,721 | $8,989-3.0% | $12,068-27.7% | $7,344+18.8% |