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 | $133,073 | $86,929+53.1% | $102,423+29.9% | $80,856+64.6% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 12.51% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,370 | $2,369+84.4% | $3,023+44.5% | $2,755+58.6% |
| Participant deferral / active EE | $4,331 | $4,118+5.2% | $5,053-14.3% | $4,296+0.8% |
| Admin fee / account holder | $4,956 | $8,049-38.4% | $9,451-47.6% | $6,918-28.4% |