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 | $117,814 | $86,922+35.5% | $102,438+15.0% | $80,874+45.7% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 12.03% | 18.90%-6.9pp | 29.37%-17.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,392 | $2,369+1.0% | $3,024-20.9% | $2,756-13.2% |
| Participant deferral / active EE | $4,544 | $4,119+10.3% | $5,054-10.1% | $4,297+5.7% |
| Admin fee / account holder | $8,373 | $8,050+4.0% | $9,448-11.4% | $6,935+20.7% |