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 | $113,197 | $138,347-18.2% | $184,203-38.5% | $80,856+40.0% |
| Participation rate | 87.3% | 83.9%+3.4pp | 86.8%+0.5pp | 67.6%+19.6pp |
| Annual return | 17.89% | 20.02%-2.1pp | 28.81%-10.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,411 | $4,850-29.7% | $6,427-46.9% | $2,755+23.8% |
| Participant deferral / active EE | $9,009 | $7,071+27.4% | $9,131-1.3% | $4,296+109.7% |
| Admin fee / account holder | $6,558 | $10,483-37.4% | $13,901-52.8% | $6,918-5.2% |