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 | $120,571 | $86,929+38.7% | $102,423+17.7% | $80,856+49.1% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.6pp |
| Annual return | 20.46% | 18.88%+1.6pp | 29.32%-8.9pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,012 | $2,369-15.1% | $3,023-33.5% | $2,755-27.0% |
| Participant deferral / active EE | $3,415 | $4,118-17.1% | $5,053-32.4% | $4,296-20.5% |
| Admin fee / account holder | $3,919 | $8,049-51.3% | $9,451-58.5% | $6,918-43.3% |