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 | $125,251 | $86,929+44.1% | $102,423+22.3% | $80,856+54.9% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.6%+15.0pp |
| Annual return | 20.04% | 18.88%+1.2pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,553 | $2,369-34.4% | $3,023-48.6% | $2,755-43.6% |
| Participant deferral / active EE | $9,888 | $4,118+140.1% | $5,053+95.7% | $4,296+130.2% |
| Admin fee / account holder | $13,828 | $8,049+71.8% | $9,451+46.3% | $6,918+99.9% |