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 | $117,515 | $101,724+15.5% | $164,813-28.7% | $80,856+45.3% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.7pp | 67.6%+8.2pp |
| Annual return | 15.53% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $829 | $2,953-71.9% | $4,341-80.9% | $2,755-69.9% |
| Participant deferral / active EE | $5,118 | $4,477+14.3% | $6,031-15.2% | $4,296+19.1% |
| Admin fee / account holder | $39,936 | $8,227+385.4% | $12,690+214.7% | $6,918+477.3% |