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 | $130,069 | $96,484+34.8% | $75,886+71.4% | $152,861-14.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 18.71% | 33.98%-15.3pp | 30.76%-12.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,373 | $3,309-58.5% | $2,500-45.1% | $4,762-71.2% |
| Participant deferral / active EE | $3,075 | $4,553-32.5% | $3,603-14.6% | $5,850-47.4% |
| Admin fee / account holder | $6,463 | $8,078-20.0% | $5,418+19.3% | $11,596-44.3% |