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 | $142,003 | $86,922+63.4% | $102,438+38.6% | $80,874+75.6% |
| Participation rate | 88.6% | 72.4%+16.2pp | 76.5%+12.1pp | 67.6%+20.9pp |
| Annual return | 12.85% | 18.90%-6.0pp | 29.37%-16.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,585 | $2,369+9.1% | $3,024-14.5% | $2,756-6.2% |
| Participant deferral / active EE | $8,806 | $4,119+113.8% | $5,054+74.3% | $4,297+104.9% |
| Admin fee / account holder | $9,405 | $8,050+16.8% | $9,448-0.5% | $6,935+35.6% |