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 | $216,970 | $86,929+149.6% | $102,423+111.8% | $80,856+168.3% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 11.40% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,870 | $2,369-21.1% | $3,023-38.2% | $2,755-32.1% |
| Participant deferral / active EE | $5,885 | $4,118+42.9% | $5,053+16.5% | $4,296+37.0% |
| Admin fee / account holder | $1,842 | $8,049-77.1% | $9,451-80.5% | $6,918-73.4% |