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 | $124,798 | $78,422+59.1% | $95,952+30.1% | $79,858+56.3% |
| Participation rate | 75.6% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 17.00% | 19.37%-2.4pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,835 | $1,945-5.7% | $2,541-27.8% | $2,471-25.7% |
| Participant deferral / active EE | $6,683 | $3,440+94.3% | $4,167+60.4% | $3,740+78.7% |
| Admin fee / account holder | $9,351 | $5,622+66.3% | $6,795+37.6% | $5,306+76.2% |