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 | $106,933 | $58,523+82.7% | $99,443+7.5% | $72,985+46.5% |
| Participation rate | 70.0% | 64.6%+5.4pp | 73.8%-3.8pp | 69.5%+0.5pp |
| Annual return | 23.47% | 28.51%-5.0pp | 30.72%-7.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $956 | $1,512-36.8% | $2,540-62.4% | $2,440-60.8% |
| Participant deferral / active EE | $1,330 | $2,606-49.0% | $3,619-63.2% | $3,607-63.1% |
| Admin fee / account holder | $2,776 | $4,102-32.3% | $6,250-55.6% | $5,124-45.8% |