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 | $108,990 | $104,251+4.5% | $91,001+19.8% | $147,584-26.2% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 15.70% | 27.06%-11.4pp | 4.60%+11.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $979 | $3,116-68.6% | $2,456-60.1% | $4,876-79.9% |
| Participant deferral / active EE | $2,873 | $4,195-31.5% | $3,547-19.0% | $5,439-47.2% |
| Admin fee / account holder | $1,061 | $8,948-88.1% | $5,417-80.4% | $10,885-90.2% |