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 | $134,274 | $86,922+54.5% | $102,438+31.1% | $80,874+66.0% |
| Participation rate | 82.2% | 72.4%+9.8pp | 76.5%+5.7pp | 67.6%+14.6pp |
| Annual return | 11.57% | 18.90%-7.3pp | 29.37%-17.8pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,616 | $2,369-31.8% | $3,024-46.5% | $2,756-41.3% |
| Participant deferral / active EE | $3,877 | $4,119-5.9% | $5,054-23.3% | $4,297-9.8% |
| Admin fee / account holder | $4,281 | $8,050-46.8% | $9,448-54.7% | $6,935-38.3% |