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 | $120,315 | $124,881-3.7% | $209,409-42.5% | $116,875+2.9% |
| Participation rate | 71.4% | 75.8%-4.3pp | 80.4%-8.9pp | 74.5%-3.1pp |
| Annual return | 18.01% | 14.56%+3.5pp | 159.49%-141.5pp | 16.29%+1.7pp |
| Employer contribution / active EE | $1,944 | $2,588-24.9% | $5,035-61.4% | $3,288-40.9% |
| Participant deferral / active EE | $2,974 | $3,793-21.6% | $4,230-29.7% | $3,885-23.5% |
| Admin fee / account holder | $10,765 | $12,933-16.8% | $16,474-34.7% | $12,263-12.2% |