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 | $158,705 | $86,929+82.6% | $102,423+54.9% | $80,856+96.3% |
| Participation rate | 81.4% | 72.4%+9.0pp | 76.5%+4.9pp | 67.6%+13.8pp |
| Annual return | 10.56% | 18.88%-8.3pp | 29.32%-18.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,440 | $2,369-39.2% | $3,023-52.4% | $2,755-47.7% |
| Participant deferral / active EE | $4,282 | $4,118+4.0% | $5,053-15.3% | $4,296-0.3% |
| Admin fee / account holder | $10,717 | $8,049+33.1% | $9,451+13.4% | $6,918+54.9% |