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 | $156,604 | $86,929+80.2% | $102,423+52.9% | $80,856+93.7% |
| Participation rate | 80.7% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.1pp |
| Annual return | 12.74% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,213 | $2,369-6.6% | $3,023-26.8% | $2,755-19.7% |
| Participant deferral / active EE | $6,856 | $4,118+66.5% | $5,053+35.7% | $4,296+59.6% |
| Admin fee / account holder | $21,452 | $8,049+166.5% | $9,451+127.0% | $6,918+210.1% |