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 | $126,866 | $86,929+45.9% | $102,423+23.9% | $80,856+56.9% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 12.17% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,677 | $2,369+13.0% | $3,023-11.4% | $2,755-2.8% |
| Participant deferral / active EE | $5,184 | $4,118+25.9% | $5,053+2.6% | $4,296+20.7% |
| Admin fee / account holder | $3,653 | $8,049-54.6% | $9,451-61.3% | $6,918-47.2% |