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 | $117,304 | $95,803+22.4% | $113,168+3.7% | $84,808+38.3% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 14.65% | 25.00%-10.4pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,010 | $2,360-57.2% | $2,975-66.1% | $2,631-61.6% |
| Participant deferral / active EE | $5,193 | $4,242+22.4% | $5,107+1.7% | $4,212+23.3% |
| Admin fee / account holder | $6,790 | $8,989-24.5% | $12,068-43.7% | $7,344-7.5% |