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 | $86,929+54.5% | $102,423+31.1% | $80,856+66.1% |
| Participation rate | 82.2% | 72.4%+9.8pp | 76.5%+5.7pp | 67.6%+14.6pp |
| Annual return | 11.57% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,616 | $2,369-31.8% | $3,023-46.5% | $2,755-41.3% |
| Participant deferral / active EE | $3,877 | $4,118-5.9% | $5,053-23.3% | $4,296-9.8% |
| Admin fee / account holder | $4,281 | $8,049-46.8% | $9,451-54.7% | $6,918-38.1% |