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 | $141,086 | $86,929+62.3% | $102,423+37.7% | $80,856+74.5% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 16.13% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,507 | $2,369+5.8% | $3,023-17.1% | $2,755-9.0% |
| Participant deferral / active EE | $7,408 | $4,118+79.9% | $5,053+46.6% | $4,296+72.5% |
| Admin fee / account holder | $8,634 | $8,049+7.3% | $9,451-8.6% | $6,918+24.8% |