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 | $134,365 | $86,929+54.6% | $102,423+31.2% | $80,856+66.2% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 21.07% | 18.88%+2.2pp | 29.32%-8.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,740 | $2,369-26.6% | $3,023-42.4% | $2,755-36.8% |
| Participant deferral / active EE | $2,498 | $4,118-39.4% | $5,053-50.6% | $4,296-41.9% |
| Admin fee / account holder | $1,225 | $8,049-84.8% | $9,451-87.0% | $6,918-82.3% |