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 | $129,877 | $118,450+9.6% | $98,439+31.9% | $139,434-6.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 16.37% | 18.94%-2.6pp | 21.16%-4.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,572 | $3,609-56.4% | $3,048-48.4% | $4,751-66.9% |
| Participant deferral / active EE | $2,215 | $5,392-58.9% | $4,738-53.2% | $6,710-67.0% |
| Admin fee / account holder | $2,453 | $14,026-82.5% | $8,948-72.6% | $11,403-78.5% |