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 | $128,914 | $76,367+68.8% | $93,606+37.7% | $72,985+76.6% |
| Participation rate | 73.3% | 71.7%+1.6pp | 75.8%-2.5pp | 69.5%+3.8pp |
| Annual return | 22.52% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,089 | $2,275-8.2% | $2,718-23.2% | $2,440-14.4% |
| Participant deferral / active EE | $3,740 | $3,538+5.7% | $4,069-8.1% | $3,607+3.7% |
| Admin fee / account holder | $11,911 | $6,838+74.2% | $7,888+51.0% | $5,124+132.4% |