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 | $149,790 | $86,929+72.3% | $102,423+46.2% | $80,856+85.3% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.6%+30.5pp |
| Annual return | 16.76% | 18.88%-2.1pp | 29.32%-12.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,040 | $2,369-13.9% | $3,023-32.5% | $2,755-26.0% |
| Participant deferral / active EE | $7,547 | $4,118+83.2% | $5,053+49.4% | $4,296+75.7% |
| Admin fee / account holder | $3,738 | $8,049-53.6% | $9,451-60.4% | $6,918-46.0% |