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 | $108,018 | $88,370+22.2% | $112,977-4.4% | $79,858+35.3% |
| Participation rate | 91.8% | 76.8%+15.0pp | 82.6%+9.2pp | 69.6%+22.2pp |
| Annual return | 19.62% | 23.16%-3.5pp | 24.24%-4.6pp | 31.71%-12.1pp |
| Employer contribution / active EE | $959 | $3,398-71.8% | $4,255-77.5% | $2,471-61.2% |
| Participant deferral / active EE | $3,678 | $4,536-18.9% | $5,836-37.0% | $3,740-1.6% |
| Admin fee / account holder | $10,692 | $5,750+85.9% | $6,294+69.9% | $5,306+101.5% |