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 | $118,124 | $83,477+41.5% | $125,175-5.6% | $72,985+61.8% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.5%+7.2pp |
| Annual return | 22.71% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,968 | $2,345-16.1% | $3,865-49.1% | $2,440-19.4% |
| Participant deferral / active EE | $3,370 | $3,585-6.0% | $4,937-31.7% | $3,607-6.6% |
| Admin fee / account holder | $14,897 | $5,517+170.0% | $9,702+53.5% | $5,124+190.7% |