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 | $118,824 | $109,881+8.1% | $150,045-20.8% | $84,808+40.1% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 16.92% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $847 | $3,561-76.2% | $4,693-82.0% | $2,631-67.8% |
| Participant deferral / active EE | $6,897 | $6,636+3.9% | $7,997-13.8% | $4,212+63.8% |
| Admin fee / account holder | $5,578 | $8,568-34.9% | $13,435-58.5% | $7,344-24.0% |