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 | $97,575 | $83,477+16.9% | $125,175-22.0% | $72,985+33.7% |
| Participation rate | 74.0% | 73.3%+0.7pp | 79.8%-5.8pp | 69.5%+4.5pp |
| Annual return | 22.65% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,649 | $2,345-29.7% | $3,865-57.3% | $2,440-32.4% |
| Participant deferral / active EE | $5,627 | $3,585+57.0% | $4,937+14.0% | $3,607+56.0% |
| Admin fee / account holder | $6,317 | $5,517+14.5% | $9,702-34.9% | $5,124+23.3% |