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 | $127,148 | $86,286+47.4% | $111,297+14.2% | $85,850+48.1% |
| Participation rate | 95.1% | 73.3%+21.8pp | 77.3%+17.8pp | 69.3%+25.8pp |
| Annual return | 17.46% | 19.99%-2.5pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,555 | $2,043-23.9% | $2,731-43.1% | $2,565-39.4% |
| Participant deferral / active EE | $6,322 | $3,641+73.7% | $4,487+40.9% | $3,952+60.0% |
| Admin fee / account holder | $7,343 | $8,188-10.3% | $7,964-7.8% | $6,260+17.3% |