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 | $101,395 | $72,492+39.9% | $87,100+16.4% | $72,985+38.9% |
| Participation rate | 71.0% | 72.8%-1.8pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 18.41% | 24.46%-6.0pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $806 | $1,894-57.4% | $2,521-68.0% | $2,440-66.9% |
| Participant deferral / active EE | $1,730 | $3,270-47.1% | $4,049-57.3% | $3,607-52.0% |
| Admin fee / account holder | $6,656 | $5,055+31.7% | $7,497-11.2% | $5,124+29.9% |