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 | $124,372 | $95,762+29.9% | $379,746-67.2% | $79,858+55.7% |
| Participation rate | 80.0% | 74.0%+6.0pp | 78.4%+1.6pp | 69.6%+10.4pp |
| Annual return | 23.51% | 18.26%+5.2pp | 34.90%-11.4pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,899 | $2,695-29.6% | $3,540-46.4% | $2,471-23.2% |
| Participant deferral / active EE | $8,422 | $4,705+79.0% | $6,024+39.8% | $3,740+125.2% |
| Admin fee / account holder | $2,785 | $6,745-58.7% | $7,927-64.9% | $5,306-47.5% |