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 | $118,030 | $95,803+23.2% | $113,168+4.3% | $84,808+39.2% |
| Participation rate | 74.7% | 72.9%+1.9pp | 76.6%-1.8pp | 68.3%+6.4pp |
| Annual return | 17.54% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,421 | $2,360-39.8% | $2,975-52.2% | $2,631-46.0% |
| Participant deferral / active EE | $4,747 | $4,242+11.9% | $5,107-7.0% | $4,212+12.7% |
| Admin fee / account holder | $3,404 | $8,989-62.1% | $12,068-71.8% | $7,344-53.6% |