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 | $121,783 | $95,803+27.1% | $113,168+7.6% | $84,808+43.6% |
| Participation rate | 74.5% | 72.9%+1.6pp | 76.6%-2.1pp | 68.3%+6.2pp |
| Annual return | 18.48% | 25.00%-6.5pp | 24.27%-5.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,190 | $2,360-7.2% | $2,975-26.4% | $2,631-16.8% |
| Participant deferral / active EE | $4,647 | $4,242+9.6% | $5,107-9.0% | $4,212+10.3% |
| Admin fee / account holder | $13,116 | $8,989+45.9% | $12,068+8.7% | $7,344+78.6% |