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 | $119,061 | $95,453+24.7% | $112,040+6.3% | $82,448+44.4% |
| Participation rate | 74.4% | 72.8%+1.7pp | 76.5%-2.1pp | 68.1%+6.4pp |
| Annual return | 26.72% | 23.92%+2.8pp | 24.52%+2.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $898 | $2,318-61.3% | $2,954-69.6% | $2,551-64.8% |
| Participant deferral / active EE | $3,147 | $4,224-25.5% | $5,098-38.3% | $4,139-24.0% |
| Admin fee / account holder | $7,701 | $9,013-14.6% | $12,098-36.3% | $7,234+6.5% |