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 | $138,385-18.2% | $184,200-38.5% | $80,874+40.0% |
| Participation rate | 87.3% | 83.9%+3.4pp | 86.8%+0.4pp | 67.6%+19.6pp |
| Annual return | 17.89% | 20.02%-2.1pp | 28.80%-10.9pp | 35.62%-17.7pp |
| Employer contribution / active EE | $3,411 | $4,849-29.7% | $6,424-46.9% | $2,756+23.8% |
| Participant deferral / active EE | $9,009 | $7,073+27.4% | $9,132-1.3% | $4,297+109.7% |
| Admin fee / account holder | $6,558 | $10,483-37.4% | $13,907-52.8% | $6,935-5.4% |