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 | $125,793 | $73,787+70.5% | $98,716+27.4% | $82,448+52.6% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.3%+1.4pp | 68.1%+2.7pp |
| Annual return | 14.76% | 18.57%-3.8pp | 31.81%-17.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $464 | $1,511-69.3% | $2,279-79.6% | $2,551-81.8% |
| Participant deferral / active EE | $3,985 | $3,081+29.3% | $4,048-1.5% | $4,139-3.7% |
| Admin fee / account holder | $14,719 | $6,500+126.4% | $8,703+69.1% | $7,234+103.5% |