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 | $115,576 | $106,749+8.3% | $145,433-20.5% | $82,448+40.2% |
| Participation rate | 70.4% | 75.6%-5.3pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 19.46% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,650 | $3,444-23.1% | $4,554-41.8% | $2,551+3.9% |
| Participant deferral / active EE | $4,452 | $6,519-31.7% | $7,897-43.6% | $4,139+7.6% |
| Admin fee / account holder | $3,255 | $8,390-61.2% | $13,129-75.2% | $7,234-55.0% |