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 | $140,839 | $153,772-8.4% | $133,980+5.1% | $273,961-48.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 7.34% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,482 | $6,029-75.4% | $5,211-71.6% | $4,869-69.6% |
| Participant deferral / active EE | $11,153 | $6,958+60.3% | $6,282+77.5% | $5,287+110.9% |
| Admin fee / account holder | $3,371 | $11,765-71.4% | $9,324-63.9% | $10,132-66.7% |