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 | $120,529 | $86,929+38.7% | $102,423+17.7% | $80,856+49.1% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.6%+13.9pp |
| Annual return | 12.44% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,678 | $2,369-29.2% | $3,023-44.5% | $2,755-39.1% |
| Participant deferral / active EE | $7,621 | $4,118+85.0% | $5,053+50.8% | $4,296+77.4% |
| Admin fee / account holder | $6,824 | $8,049-15.2% | $9,451-27.8% | $6,918-1.4% |