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 | $122,658 | $86,929+41.1% | $102,423+19.8% | $80,856+51.7% |
| Participation rate | 73.5% | 72.4%+1.2pp | 76.5%-3.0pp | 67.6%+5.9pp |
| Annual return | 11.27% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,032 | $2,369-14.3% | $3,023-32.8% | $2,755-26.2% |
| Participant deferral / active EE | $5,152 | $4,118+25.1% | $5,053+2.0% | $4,296+19.9% |
| Admin fee / account holder | $5,030 | $8,049-37.5% | $9,451-46.8% | $6,918-27.3% |