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 | $132,561 | $86,929+52.5% | $102,423+29.4% | $80,856+63.9% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 10.44% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,186 | $2,369-7.8% | $3,023-27.7% | $2,755-20.7% |
| Participant deferral / active EE | $4,625 | $4,118+12.3% | $5,053-8.5% | $4,296+7.7% |
| Admin fee / account holder | $6,814 | $8,049-15.3% | $9,451-27.9% | $6,918-1.5% |