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 | $143,207 | $98,750+45.0% | $149,696-4.3% | $79,858+79.3% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.3pp |
| Annual return | 17.96% | 27.43%-9.5pp | 276.60%-258.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $887 | $3,216-72.4% | $4,644-80.9% | $2,471-64.1% |
| Participant deferral / active EE | $6,225 | $5,680+9.6% | $6,842-9.0% | $3,740+66.4% |
| Admin fee / account holder | $4,443 | $6,053-26.6% | $9,309-52.3% | $5,306-16.3% |