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 | $122,485 | $83,477+46.7% | $125,175-2.1% | $72,985+67.8% |
| Participation rate | 71.0% | 73.3%-2.3pp | 79.8%-8.8pp | 69.5%+1.5pp |
| Annual return | 20.13% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $678 | $2,345-71.1% | $3,865-82.5% | $2,440-72.2% |
| Participant deferral / active EE | $2,696 | $3,585-24.8% | $4,937-45.4% | $3,607-25.3% |
| Admin fee / account holder | $15,356 | $5,517+178.3% | $9,702+58.3% | $5,124+199.7% |