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 | $106,657 | $72,492+47.1% | $87,100+22.5% | $72,985+46.1% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 21.30% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,427 | $1,894-24.7% | $2,521-43.4% | $2,440-41.5% |
| Participant deferral / active EE | $2,910 | $3,270-11.0% | $4,049-28.1% | $3,607-19.3% |
| Admin fee / account holder | $3,526 | $5,055-30.2% | $7,497-53.0% | $5,124-31.2% |