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 | $116,473 | $105,630+10.3% | $87,507+33.1% | $273,961-57.5% |
| Participation rate | 77.8% | 78.2%-0.4pp | 73.8%+3.9pp | 83.0%-5.2pp |
| Annual return | 7.91% | 12.25%-4.3pp | 12.21%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $748 | $3,141-76.2% | $2,550-70.7% | $4,869-84.6% |
| Participant deferral / active EE | $2,973 | $3,601-17.4% | $3,149-5.6% | $5,287-43.8% |
| Admin fee / account holder | $753 | $4,781-84.3% | $4,221-82.2% | $10,132-92.6% |