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 | $117,955 | $86,929+35.7% | $102,423+15.2% | $80,856+45.9% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 10.42% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,294 | $2,369-3.2% | $3,023-24.1% | $2,755-16.7% |
| Participant deferral / active EE | $5,462 | $4,118+32.6% | $5,053+8.1% | $4,296+27.1% |
| Admin fee / account holder | $7,833 | $8,049-2.7% | $9,451-17.1% | $6,918+13.2% |