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 | $126,292 | $109,881+14.9% | $150,045-15.8% | $84,808+48.9% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.7pp | 68.3%+7.3pp |
| Annual return | 17.78% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,577 | $3,561-55.7% | $4,693-66.4% | $2,631-40.1% |
| Participant deferral / active EE | $6,036 | $6,636-9.0% | $7,997-24.5% | $4,212+43.3% |
| Admin fee / account holder | $11,458 | $8,568+33.7% | $13,435-14.7% | $7,344+56.0% |