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 | $134,880 | $86,929+55.2% | $102,423+31.7% | $80,856+66.8% |
| Participation rate | 85.9% | 72.4%+13.6pp | 76.5%+9.4pp | 67.6%+18.3pp |
| Annual return | 24.24% | 18.88%+5.4pp | 29.32%-5.1pp | 35.59%-11.4pp |
| Employer contribution / active EE | $1,813 | $2,369-23.5% | $3,023-40.0% | $2,755-34.2% |
| Participant deferral / active EE | $7,774 | $4,118+88.8% | $5,053+53.9% | $4,296+81.0% |
| Admin fee / account holder | $2,620 | $8,049-67.5% | $9,451-72.3% | $6,918-62.1% |