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 | $95,557 | $72,492+31.8% | $87,100+9.7% | $72,985+30.9% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-0.9pp | 69.5%+6.4pp |
| Annual return | 23.25% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $615 | $1,894-67.5% | $2,521-75.6% | $2,440-74.8% |
| Participant deferral / active EE | $5,771 | $3,270+76.5% | $4,049+42.5% | $3,607+60.0% |
| Admin fee / account holder | $4,719 | $5,055-6.6% | $7,497-37.1% | $5,124-7.9% |