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 | $126,464 | $86,929+45.5% | $102,423+23.5% | $80,856+56.4% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.01% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,471 | $2,369+4.3% | $3,023-18.3% | $2,755-10.3% |
| Participant deferral / active EE | $4,826 | $4,118+17.2% | $5,053-4.5% | $4,296+12.3% |
| Admin fee / account holder | $6,087 | $8,049-24.4% | $9,451-35.6% | $6,918-12.0% |