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 | $127,158 | $86,929+46.3% | $102,423+24.1% | $80,856+57.3% |
| Participation rate | 90.8% | 72.4%+18.4pp | 76.5%+14.3pp | 67.6%+23.1pp |
| Annual return | 11.88% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,693 | $2,369+13.6% | $3,023-10.9% | $2,755-2.3% |
| Participant deferral / active EE | $8,150 | $4,118+97.9% | $5,053+61.3% | $4,296+89.7% |
| Admin fee / account holder | $8,436 | $8,049+4.8% | $9,451-10.7% | $6,918+21.9% |