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 | $119,310 | $148,978-19.9% | $200,582-40.5% | $84,808+40.7% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 13.54% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,924 | $4,815-60.0% | $6,419-70.0% | $2,631-26.9% |
| Participant deferral / active EE | $6,284 | $7,142-12.0% | $9,331-32.7% | $4,212+49.2% |
| Admin fee / account holder | $3,397 | $13,977-75.7% | $16,305-79.2% | $7,344-53.7% |