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 7-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 | $114,040 | $127,065-10.3% | $113,168+0.8% | $142,382-19.9% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 28.39% | 24.03%+4.4pp | 24.27%+4.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $986 | $3,442-71.4% | $2,975-66.9% | $4,299-77.1% |
| Participant deferral / active EE | $5,786 | $5,716+1.2% | $5,107+13.3% | $6,507-11.1% |
| Admin fee / account holder | $6,809 | $15,736-56.7% | $12,068-43.6% | $12,624-46.1% |