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 | $149,786 | $86,929+72.3% | $102,423+46.2% | $80,856+85.2% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+30.0pp |
| Annual return | 12.54% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,484 | $2,369+47.1% | $3,023+15.2% | $2,755+26.5% |
| Participant deferral / active EE | $10,067 | $4,118+144.4% | $5,053+99.2% | $4,296+134.4% |
| Admin fee / account holder | $26,228 | $8,049+225.9% | $9,451+177.5% | $6,918+279.1% |