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 | $184,998 | $106,749+73.3% | $145,433+27.2% | $82,448+124.4% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 21.61% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,681 | $3,444-22.2% | $4,554-41.1% | $2,551+5.1% |
| Participant deferral / active EE | $7,093 | $6,519+8.8% | $7,897-10.2% | $4,139+71.3% |
| Admin fee / account holder | $17,233 | $8,390+105.4% | $13,129+31.3% | $7,234+138.2% |