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 | $119,149 | $95,803+24.4% | $113,168+5.3% | $84,808+40.5% |
| Participation rate | 78.9% | 72.9%+6.1pp | 76.6%+2.4pp | 68.3%+10.6pp |
| Annual return | 16.58% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,834 | $2,360-22.3% | $2,975-38.4% | $2,631-30.3% |
| Participant deferral / active EE | $4,182 | $4,242-1.4% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $2,163 | $8,989-75.9% | $12,068-82.1% | $7,344-70.5% |