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 5-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 | $113,205 | $86,929+30.2% | $102,423+10.5% | $80,856+40.0% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 11.29% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,437 | $4,118+104.9% | $5,053+67.0% | $4,296+96.4% |
| Admin fee / account holder | $7,742 | $8,049-3.8% | $9,451-18.1% | $6,918+11.9% |