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 | $141,901 | $138,562+2.4% | $246,525-42.4% | $116,875+21.4% |
| Participation rate | 73.0% | 72.8%+0.2pp | 82.0%-9.0pp | 74.5%-1.6pp |
| Annual return | 12.93% | 16.14%-3.2pp | 0.46%+12.5pp | 16.29%-3.4pp |
| Employer contribution / active EE | $9,936 | $4,835+105.5% | $7,467+33.1% | $3,288+202.2% |
| Participant deferral / active EE | $7,777 | $4,207+84.9% | $5,422+43.4% | $3,885+100.2% |
| Admin fee / account holder | $19,288 | $18,110+6.5% | $16,551+16.5% | $12,263+57.3% |