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 | $144,412 | $109,881+31.4% | $150,045-3.8% | $84,808+70.3% |
| Participation rate | 71.7% | 76.1%-4.3pp | 82.3%-10.6pp | 68.3%+3.4pp |
| Annual return | 15.74% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,048 | $3,561-70.6% | $4,693-77.7% | $2,631-60.2% |
| Participant deferral / active EE | $6,763 | $6,636+1.9% | $7,997-15.4% | $4,212+60.6% |
| Admin fee / account holder | $3,870 | $8,568-54.8% | $13,435-71.2% | $7,344-47.3% |