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 | $121,974 | $70,475+73.1% | $100,516+21.3% | $79,858+52.7% |
| Participation rate | 76.7% | 73.7%+3.1pp | 79.4%-2.7pp | 69.6%+7.1pp |
| Annual return | 15.61% | 21.90%-6.3pp | 30.89%-15.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,888 | $2,165-12.8% | $3,418-44.7% | $2,471-23.6% |
| Participant deferral / active EE | $8,186 | $5,181+58.0% | $6,270+30.6% | $3,740+118.9% |
| Admin fee / account holder | $14,693 | $4,478+228.1% | $8,081+81.8% | $5,306+176.9% |