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 | $123,107 | $83,477+47.5% | $125,175-1.7% | $72,985+68.7% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 23.72% | 25.78%-2.1pp | 43.79%-20.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,378 | $2,345-41.3% | $3,865-64.4% | $2,440-43.5% |
| Participant deferral / active EE | $5,916 | $3,585+65.0% | $4,937+19.8% | $3,607+64.0% |
| Admin fee / account holder | $4,070 | $5,517-26.2% | $9,702-58.1% | $5,124-20.6% |