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 | $114,139 | $95,266+19.8% | $82,389+38.5% | $142,382-19.8% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 15.82% | 25.74%-9.9pp | 28.67%-12.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $898 | $2,991-70.0% | $2,517-64.3% | $4,299-79.1% |
| Participant deferral / active EE | $3,663 | $4,809-23.8% | $4,155-11.8% | $6,507-43.7% |
| Admin fee / account holder | $15,106 | $8,563+76.4% | $7,231+108.9% | $12,624+19.7% |