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 | $149,514 | $86,929+72.0% | $102,423+46.0% | $80,856+84.9% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,852 | $2,369+189.2% | $3,023+126.6% | $2,755+148.7% |
| Participant deferral / active EE | $9,647 | $4,118+134.2% | $5,053+90.9% | $4,296+124.6% |
| Admin fee / account holder | $3,201 | $8,049-60.2% | $9,451-66.1% | $6,918-53.7% |