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 | $146,912 | $86,929+69.0% | $102,423+43.4% | $80,856+81.7% |
| Participation rate | 79.7% | 72.4%+7.4pp | 76.5%+3.2pp | 67.6%+12.1pp |
| Annual return | 12.25% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,696 | $2,369+13.8% | $3,023-10.8% | $2,755-2.1% |
| Participant deferral / active EE | $6,641 | $4,118+61.2% | $5,053+31.4% | $4,296+54.6% |
| Admin fee / account holder | $3,625 | $8,049-55.0% | $9,451-61.6% | $6,918-47.6% |