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 | $147,688 | $86,929+69.9% | $102,423+44.2% | $80,856+82.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 13.65% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,362 | $2,369-0.3% | $3,023-21.9% | $2,755-14.3% |
| Participant deferral / active EE | $3,746 | $4,118-9.0% | $5,053-25.9% | $4,296-12.8% |
| Admin fee / account holder | $2,393 | $8,049-70.3% | $9,451-74.7% | $6,918-65.4% |