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 | $124,739 | $67,606+84.5% | $82,313+51.5% | $70,131+77.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 13.36% | 21.57%-8.2pp | 25.88%-12.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $992 | $1,755-43.5% | $2,428-59.2% | $2,342-57.7% |
| Participant deferral / active EE | $2,563 | $2,987-14.2% | $3,706-30.8% | $3,332-23.1% |
| Admin fee / account holder | $4,825 | $4,512+6.9% | $5,608-14.0% | $4,645+3.9% |