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 9-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 | $135,505 | $86,929+55.9% | $102,423+32.3% | $80,856+67.6% |
| Participation rate | 72.7% | 72.4%+0.4pp | 76.5%-3.8pp | 67.6%+5.1pp |
| Annual return | 12.77% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,825 | $2,369+19.2% | $3,023-6.6% | $2,755+2.6% |
| Participant deferral / active EE | $5,027 | $4,118+22.1% | $5,053-0.5% | $4,296+17.0% |
| Admin fee / account holder | $32,410 | $8,049+302.7% | $9,451+242.9% | $6,918+368.5% |