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 | $114,565 | $109,881+4.3% | $150,045-23.6% | $84,808+35.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 22.83% | 28.25%-5.4pp | 62.55%-39.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,385 | $3,561-4.9% | $4,693-27.9% | $2,631+28.7% |
| Participant deferral / active EE | $8,041 | $6,636+21.2% | $7,997+0.5% | $4,212+90.9% |
| Admin fee / account holder | $4,322 | $8,568-49.6% | $13,435-67.8% | $7,344-41.1% |