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 | $87,166+30.9% | $76,735+48.7% | $137,256-16.8% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 15.82% | 26.50%-10.7pp | 29.77%-13.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $898 | $2,904-69.1% | $2,454-63.4% | $4,156-78.4% |
| Participant deferral / active EE | $3,663 | $4,726-22.5% | $4,088-10.4% | $6,407-42.8% |
| Admin fee / account holder | $15,106 | $8,403+79.8% | $7,189+110.1% | $12,270+23.1% |