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 | $116,778 | $86,929+34.3% | $102,423+14.0% | $80,856+44.4% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 12.11% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,124 | $2,369-52.6% | $3,023-62.8% | $2,755-59.2% |
| Participant deferral / active EE | $3,113 | $4,118-24.4% | $5,053-38.4% | $4,296-27.5% |
| Admin fee / account holder | $4,273 | $8,049-46.9% | $9,451-54.8% | $6,918-38.2% |