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 | $119,154 | $83,477+42.7% | $125,175-4.8% | $72,985+63.3% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.0pp | 69.5%+2.3pp |
| Annual return | 18.56% | 25.78%-7.2pp | 43.79%-25.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $763 | $2,345-67.5% | $3,865-80.3% | $2,440-68.7% |
| Participant deferral / active EE | $3,052 | $3,585-14.9% | $4,937-38.2% | $3,607-15.4% |
| Admin fee / account holder | $3,386 | $5,517-38.6% | $9,702-65.1% | $5,124-33.9% |