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 | $118,639 | $138,347-14.2% | $184,203-35.6% | $80,856+46.7% |
| Participation rate | 93.6% | 83.9%+9.7pp | 86.8%+6.8pp | 67.6%+26.0pp |
| Annual return | 12.81% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,092 | $4,850-36.3% | $6,427-51.9% | $2,755+12.2% |
| Participant deferral / active EE | $3,845 | $7,071-45.6% | $9,131-57.9% | $4,296-10.5% |
| Admin fee / account holder | $5,675 | $10,483-45.9% | $13,901-59.2% | $6,918-18.0% |