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 | $129,186 | $86,929+48.6% | $102,423+26.1% | $80,856+59.8% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 16.68% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,173 | $2,369-50.5% | $3,023-61.2% | $2,755-57.4% |
| Participant deferral / active EE | $5,481 | $4,118+33.1% | $5,053+8.5% | $4,296+27.6% |
| Admin fee / account holder | $14,379 | $8,049+78.6% | $9,451+52.1% | $6,918+107.8% |