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 | $238,624 | $86,929+174.5% | $102,423+133.0% | $80,856+195.1% |
| Participation rate | 84.9% | 72.4%+12.5pp | 76.5%+8.4pp | 67.6%+17.3pp |
| Annual return | 15.33% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,158 | $2,369-8.9% | $3,023-28.6% | $2,755-21.7% |
| Participant deferral / active EE | $7,364 | $4,118+78.8% | $5,053+45.7% | $4,296+71.4% |
| Admin fee / account holder | $9,946 | $8,049+23.6% | $9,451+5.2% | $6,918+43.8% |