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 | $126,124 | $105,630+19.4% | $87,507+44.1% | $273,961-54.0% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.0pp | 83.0%+5.9pp |
| Annual return | 7.93% | 12.25%-4.3pp | 12.21%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $708 | $3,141-77.5% | $2,550-72.2% | $4,869-85.5% |
| Participant deferral / active EE | $3,143 | $3,601-12.7% | $3,149-0.2% | $5,287-40.5% |
| Admin fee / account holder | $1,158 | $4,781-75.8% | $4,221-72.6% | $10,132-88.6% |