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 | $113,105 | $83,477+35.5% | $125,175-9.6% | $72,985+55.0% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.5%+2.2pp |
| Annual return | 26.03% | 25.78%+0.3pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,041 | $2,345-55.6% | $3,865-73.1% | $2,440-57.3% |
| Participant deferral / active EE | $4,879 | $3,585+36.1% | $4,937-1.2% | $3,607+35.2% |
| Admin fee / account holder | $2,343 | $5,517-57.5% | $9,702-75.9% | $5,124-54.3% |