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 | $156,085 | $86,929+79.6% | $102,423+52.4% | $80,856+93.0% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.6%+15.1pp |
| Annual return | 11.89% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,226 | $2,369-6.1% | $3,023-26.4% | $2,755-19.2% |
| Participant deferral / active EE | $4,860 | $4,118+18.0% | $5,053-3.8% | $4,296+13.1% |
| Admin fee / account holder | $8,797 | $8,049+9.3% | $9,451-6.9% | $6,918+27.2% |