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 | $121,474 | $86,929+39.7% | $102,423+18.6% | $80,856+50.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.39% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,395 | $2,369+1.1% | $3,023-20.8% | $2,755-13.1% |
| Participant deferral / active EE | $7,007 | $4,118+70.1% | $5,053+38.7% | $4,296+63.1% |
| Admin fee / account holder | $46,903 | $8,049+482.7% | $9,451+396.3% | $6,918+578.0% |