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 | $131,594 | $86,929+51.4% | $102,423+28.5% | $80,856+62.7% |
| Participation rate | 87.9% | 72.4%+15.6pp | 76.5%+11.4pp | 67.6%+20.3pp |
| Annual return | 10.68% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,914 | $2,369+65.2% | $3,023+29.5% | $2,755+42.1% |
| Participant deferral / active EE | $4,391 | $4,118+6.6% | $5,053-13.1% | $4,296+2.2% |
| Admin fee / account holder | $12,906 | $8,049+60.3% | $9,451+36.6% | $6,918+86.6% |