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 | $144,620 | $86,929+66.4% | $102,423+41.2% | $80,856+78.9% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 15.68% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,818 | $2,369+18.9% | $3,023-6.8% | $2,755+2.3% |
| Participant deferral / active EE | $6,198 | $4,118+50.5% | $5,053+22.7% | $4,296+44.3% |
| Admin fee / account holder | $7,795 | $8,049-3.2% | $9,451-17.5% | $6,918+12.7% |