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 | $121,528 | $78,422+55.0% | $95,952+26.7% | $79,858+52.2% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.2pp | 69.6%+6.2pp |
| Annual return | 14.36% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,266 | $1,945+16.5% | $2,541-10.8% | $2,471-8.3% |
| Participant deferral / active EE | $5,595 | $3,440+62.7% | $4,167+34.3% | $3,740+49.6% |
| Admin fee / account holder | $9,296 | $5,622+65.4% | $6,795+36.8% | $5,306+75.2% |