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 | $146,961 | $86,929+69.1% | $102,423+43.5% | $80,856+81.8% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 12.16% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $983 | $2,369-58.5% | $3,023-67.5% | $2,755-64.3% |
| Participant deferral / active EE | $5,378 | $4,118+30.6% | $5,053+6.4% | $4,296+25.2% |
| Admin fee / account holder | $2,601 | $8,049-67.7% | $9,451-72.5% | $6,918-62.4% |