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 | $134,450 | $109,881+22.4% | $150,045-10.4% | $84,808+58.5% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 15.23% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $825 | $3,561-76.8% | $4,693-82.4% | $2,631-68.6% |
| Participant deferral / active EE | $3,829 | $6,636-42.3% | $7,997-52.1% | $4,212-9.1% |
| Admin fee / account holder | $6,396 | $8,568-25.4% | $13,435-52.4% | $7,344-12.9% |