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 | $114,528 | $76,367+50.0% | $93,606+22.4% | $72,985+56.9% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.8%+17.2pp | 69.5%+23.5pp |
| Annual return | 23.33% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,333 | $2,275-41.4% | $2,718-51.0% | $2,440-45.4% |
| Participant deferral / active EE | $2,774 | $3,538-21.6% | $4,069-31.8% | $3,607-23.1% |
| Admin fee / account holder | $4,021 | $6,838-41.2% | $7,888-49.0% | $5,124-21.5% |