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 | $106,749+11.3% | $145,433-18.3% | $82,448+44.1% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $847 | $3,444-75.4% | $4,554-81.4% | $2,551-66.8% |
| Participant deferral / active EE | $6,897 | $6,519+5.8% | $7,897-12.7% | $4,139+66.6% |
| Admin fee / account holder | $5,578 | $8,390-33.5% | $13,129-57.5% | $7,234-22.9% |