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 | $142,621 | $86,929+64.1% | $102,423+39.2% | $80,856+76.4% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.6pp |
| Annual return | 14.87% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,187 | $2,369-49.9% | $3,023-60.7% | $2,755-56.9% |
| Participant deferral / active EE | $4,859 | $4,118+18.0% | $5,053-3.8% | $4,296+13.1% |
| Admin fee / account holder | $7,278 | $8,049-9.6% | $9,451-23.0% | $6,918+5.2% |