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 | $100,052 | $99,341+0.7% | $84,750+18.1% | $273,961-63.5% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.72% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,250 | $4,214-70.3% | $3,574-65.0% | $4,869-74.3% |
| Participant deferral / active EE | $1,465 | $4,269-65.7% | $3,712-60.5% | $5,287-72.3% |
| Admin fee / account holder | $3,330 | $6,644-49.9% | $5,332-37.6% | $10,132-67.1% |