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 | $129,053 | $86,929+48.5% | $102,423+26.0% | $80,856+59.6% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 13.93% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,891 | $2,369-20.2% | $3,023-37.5% | $2,755-31.4% |
| Participant deferral / active EE | $6,565 | $4,118+59.4% | $5,053+29.9% | $4,296+52.8% |
| Admin fee / account holder | $2,386 | $8,049-70.4% | $9,451-74.8% | $6,918-65.5% |