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 | $129,628 | $105,630+22.7% | $87,507+48.1% | $273,961-52.7% |
| Participation rate | 76.9% | 78.2%-1.3pp | 73.8%+3.1pp | 83.0%-6.1pp |
| Annual return | 1.83% | 12.25%-10.4pp | 12.21%-10.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,621 | $3,601+0.6% | $3,149+15.0% | $5,287-31.5% |
| Admin fee / account holder | $1,980 | $4,781-58.6% | $4,221-53.1% | $10,132-80.5% |