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 | $122,555 | $86,929+41.0% | $102,423+19.7% | $80,856+51.6% |
| Participation rate | 76.2% | 72.4%+3.8pp | 76.5%-0.3pp | 67.6%+8.6pp |
| Annual return | 15.49% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,175 | $2,369-50.4% | $3,023-61.1% | $2,755-57.3% |
| Participant deferral / active EE | $3,696 | $4,118-10.3% | $5,053-26.9% | $4,296-14.0% |
| Admin fee / account holder | $3,075 | $8,049-61.8% | $9,451-67.5% | $6,918-55.6% |