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 | $160,542 | $86,929+84.7% | $102,423+56.7% | $80,856+98.6% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 16.62% | 18.88%-2.3pp | 29.32%-12.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,473 | $2,369-37.8% | $3,023-51.3% | $2,755-46.5% |
| Participant deferral / active EE | $4,504 | $4,118+9.4% | $5,053-10.9% | $4,296+4.9% |
| Admin fee / account holder | $6,132 | $8,049-23.8% | $9,451-35.1% | $6,918-11.4% |