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 | $168,025 | $86,929+93.3% | $102,423+64.0% | $80,856+107.8% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 15.08% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,260 | $2,369-4.6% | $3,023-25.3% | $2,755-18.0% |
| Participant deferral / active EE | $6,307 | $4,118+53.1% | $5,053+24.8% | $4,296+46.8% |
| Admin fee / account holder | $4,998 | $8,049-37.9% | $9,451-47.1% | $6,918-27.8% |