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 | $112,177 | $95,803+17.1% | $113,168-0.9% | $84,808+32.3% |
| Participation rate | 72.8% | 72.9%0pp | 76.6%-3.7pp | 68.3%+4.5pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $695 | $2,360-70.5% | $2,975-76.6% | $2,631-73.6% |
| Participant deferral / active EE | $3,549 | $4,242-16.3% | $5,107-30.5% | $4,212-15.7% |
| Admin fee / account holder | $5,011 | $8,989-44.3% | $12,068-58.5% | $7,344-31.8% |