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 | $136,075 | $86,929+56.5% | $102,423+32.9% | $80,856+68.3% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 12.19% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $8,484 | $2,369+258.0% | $3,023+180.6% | $2,755+208.0% |
| Participant deferral / active EE | $5,459 | $4,118+32.5% | $5,053+8.0% | $4,296+27.1% |
| Admin fee / account holder | $5,837 | $8,049-27.5% | $9,451-38.2% | $6,918-15.6% |